Insights

Market Insights

Research notes and practical guidance on offshore and local markets, retirement and the habits that compound over a lifetime.

Market Insights
Why Kenyan Portfolios Are Less Diversified Than They Look
Holding twelve counters on one exchange is not diversification. It is concentration with extra steps — and the arithmetic is worth understanding.
3 August 20261 min readVictor Edwards Odhiambo
Market Insights
Currency Risk Is Not Optional — Only Whether You Choose It
Every portfolio carries a currency position. The only question is whether it was decided deliberately.
5 July 20261 min readVictor Edwards Odhiambo