Fixed income
Treasury yields and what they mean for savers
How shifting short-term rates feed through to money market returns over the coming quarters.
Research
Market insight you can act on
Our analysts publish weekly on the markets we invest in. The same research desk informs client portfolios.
Latest notes
This quarter's coverage
Equities
Valuation dispersion on the Nairobi bourse
Where earnings resilience is being underpriced, and where balance sheets remain stretched.
Real estate
Residential absorption in satellite towns
Infrastructure delivery continues to reshape demand along the northern and eastern corridors.
Macro
Inflation, currency and the household balance sheet
A practical read on what current conditions mean for a typical savings plan.
Alternatives
Private credit as a portfolio diversifier
Assessing the risk premium available in asset-backed structures relative to listed debt.
Pensions
Retirement adequacy in a high-cost environment
Why contribution rates matter more than market timing over a thirty-year horizon.