Investment research and market intelligence
Our research covers NSE equities, East African macro trends, fixed income markets, global developments, and portfolio strategy — written for both individual investors and institutional clients.
Market Outlook
Africa 2026: Navigating Rate Cycles, Currency Dynamics, and the Private Markets Opportunity
NSE Equities
Kenya Banking Sector: Earnings Resilience Amid Credit Cycle Normalisation
Fixed Income
Treasury Bonds: The Case for Short-End Positioning as the Rate Cycle Turns
Alternatives
Crypto Allocation in an African 360° Portfolio: Risk, Sizing, and Practical Considerations
Global Markets
USD/KES Outlook: What a Stronger Shilling Means for Your Global Equity Allocation
Portfolio Strategy
Building a 360° Portfolio from Scratch: A Step-by-Step Framework for Kenyan Investors
NSE Equities
Safaricom Deep Dive: M-Pesa Monetisation, Ethiopia Drag, and a Fair Value Assessment
Institutional
The OCIO Model in East Africa: Why More Pension Funds Are Outsourcing Investment Oversight
Fixed Income
Kenya T-Bill vs. Money Market Funds: A Side-by-Side Comparison for Conservative Investors
Private Markets
Pan-African Private Equity: Vintage Year Dynamics, Return Expectations, and Access Points
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