African markets & business credit
Following African Capital into Kenya
Follow the money from regional infrastructure to the business next door.
Read the article →THE RESEARCH LIBRARY
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25 articles
African markets & business credit
Making Business Credit Work in Kenya
Follow the money from regional infrastructure to the business next door.
Read the article →International investing & diaspora finance
Investing Across Borders: What Are You Actually Buying?
Connect global investments with the places you live, earn, and send money.
Read the article →International investing & diaspora finance
When the Investor Moves, the Tax Story Changes
Connect global investments with the places you live, earn, and send money.
Read the article →International investing & diaspora finance
Moving Money with Purpose: Investing and Supporting Family Across Borders
Connect global investments with the places you live, earn, and send money.
Read the article →Kenyan tax & household finance
What your payslip can actually fund
Build a working plan for your payslip, pension, healthcare, and home.
Read the article →Kenyan tax & household finance
Building a pension that can pay for life
Build a working plan for your payslip, pension, healthcare, and home.
Read the article →Kenyan tax & household finance
Paying for healthcare without unravelling the household
Build a working plan for your payslip, pension, healthcare, and home.
Read the article →Kenyan tax & household finance
A home the household can keep
Build a working plan for your payslip, pension, healthcare, and home.
Read the article →Kenyan equities & company analysis
What a Kenyan Share Can Pay You—and What It Costs to Own
Read the business, test its value, and build a portfolio with a purpose.
Read the article →Kenyan equities & company analysis
Reading the Business Behind a Kenyan Share Price
Read the business, test its value, and build a portfolio with a purpose.
Read the article →Kenyan equities & company analysis
Building a Kenyan Portfolio You Can Explain and Maintain
Read the business, test its value, and build a portfolio with a purpose.
Read the article →Kenyan equities & company analysis
Keeping a Kenyan Portfolio Useful as Life and Markets Change
Read the business, test its value, and build a portfolio with a purpose.
Read the article →NSE dividend growth and watchlist
Building a dividend-growth core with three-month DCA
A practical NSE dividend-growth core, transaction-cost reserve, whole-share DCA schedule, dividend-income estimate, and stress test.
Read the article →NSE dividend growth and watchlist
Using a watchlist to broaden a Kenyan equity portfolio
A portfolio-function watchlist for diversifiers, bank alternatives, monitoring rules, and future capital deployment.
Read the article →US markets and portfolio construction
Understanding the Market Before Choosing a Fund
Define the economic exposure, benchmark, return and household risk question before choosing an investment vehicle.
Read the article →US markets and portfolio construction
Choosing the Wrapper and Understanding the Full Cost
Compare direct holdings, funds and ETFs through legal structure, creation mechanics, fees, execution and compounding.
Read the article →US markets and portfolio construction
Ownership, Tax and Cross-Border Implementation
Map fund domicile, withholding, estate exposure, currency, records and cross-border implementation before funding an account.
Read the article →US markets and portfolio construction
Portfolio Architecture Before Fund Selection
Choose a portfolio architecture that assigns a clear job, loss budget, decision right and review rule to every sleeve.
Read the article →US markets and portfolio construction
Building a Broad Core and Measuring Overlap
Evaluate broad US equity exposure, deliberate growth tilts, fund overlap, concentration and contribution-first rebalancing.
Read the article →US markets and portfolio construction
Satellites, Thematic Exposure and Concentration
Use semiconductor ETFs to test benchmark design, sector concentration, liquidity, valuation, stress testing and position limits.
Read the article →US markets and portfolio construction
Options Income as a Tactical Sleeve
Model the options wheel as a payoff-changing tactical sleeve with collateral, assignment, tax, operating and portfolio risks.
Read the article →US markets and portfolio construction
Integration, Rebalancing and Portfolio Governance
Connect overlap, covariance, collateral, stress tests, contributions and review rules into an auditable portfolio policy.
Read the article →US markets and portfolio construction
Long-Term Maintenance, Withdrawals and Review
Bring lump sums, ongoing contributions, reserves, withdrawals, tax and behaviour into the long-term operation of a portfolio.
Read the article →Leadership and governance
Key-Person Risk in Sole Proprietorships and Founder-Led Businesses
A practical guide to finding critical dependencies, building operational continuity and governing a founder's absence or transition.
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