Love your country from afar Why successful investing is by textbook not emotion Over my years advising pension scheme in many countries, one question keeps coming up: am I being unfaithful to my country by investing overseas? The answer is categorically no. ...
Or the importance of the Investment Policy Statement During my 30+ year career working first as an actuarial consultant then as a director in asset management, I have worked with pension schemes in many countries, including for the last decade those in several...
The Kenyan institutional investor has their work cut out. Operating in a high interest rate environment entails their fixed income instruments are subject to discounts and potential principal erosion. Moreover, base rate hikes by the central bank are expected to...
Last month I wrote an article “If I could turn back time” available at https://starcapmgt.com/if-i-could-turn-back-time/ in which I presented the benefits of diversifying Kenyan portfolios to the maximum with international assets. The principal justification is...
Quis autem velo eum iure suam nihil molestiae conse temora incidunt ut labore.