Research Hub

See the reasoning, not just the recommendation.

Every claim we make about markets or strategy should be something you can actually check. This is where you check it.

Evidence you can trace, not just conclusions
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How this is organized

Research that connects back to your actual goal.

Market commentary is only useful if you know what it means for you specifically. Wherever it's relevant, our research links directly back to the goal or plan it affects — not left to sit as a standalone article.

See What This Means for My Plan

What every piece includes

  1. The evidence, not just the conclusion Sources and reasoning you can actually inspect.
  2. Who it's actually for Tagged by audience, so you're not wading through content meant for someone else.
  3. A link back to your plan, where relevant Connected to the goal or strategy it actually affects.

The library

Browse by what's relevant to you.

Filter by category, or start with "All Research" to see everything.

Market Intelligence

What a rate-cut cycle means for short-term cash goals

How to think about money market allocations when policy rates start moving down.

See What This Means for My Plan
Investor Education

Why "average returns" hide more than they explain

A plain-language look at sequence risk and why two savers with the same average return can end up very differently off.

Understand This First
Institutional Research

Liability matching for mid-sized pension schemes

A structural look at duration matching for schemes with a 10–15 year horizon.

Read the Full Analysis
Market Intelligence

East African currency movements: what actually matters

Separating short-term noise from the trends worth adjusting a plan for.

Read the Full Analysis
Investor Education

What "diversification" actually protects you from

It's not about owning more things — it's about not owning things that all fail for the same reason.

Understand This First
Institutional Research

Surplus deployment: a framework for corporate treasurers

How to think about risk and time horizon when putting excess capital to work.

Read the Full Analysis

Market Intelligence

What's moving, and what it means for you.

Raw market data is easy to find. What's harder is knowing what it actually changes for your specific plan — that's the part we focus on.

See What This Means for My Plan

Illustrative snapshot — not live data

Nabo KES Money Market Fund12.7% p.a.
Central Bank Rate10.75%
KES / USD (30-day trend)-1.2%
Regional equities (30-day trend)+3.1%

In production, this panel would pull live figures. Shown here as a layout placeholder.

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