All about alternative assets
Anecdotally speaking, there has been a surge in demand for alternative assets post the decline in public market returns in 2022. I discussed the state of alternative markets with Rotus…
A Simple Global Equity Strategy (20 Years)
A simple strategy wherein one holds an equally weighted portfolio of equities in sixteen different countries delivers an annualised return of 10%. The associated annual standard deviation is 27%. The…
Research: A dividend yield strategy wins
Does a simple dividend yield strategy outperform other strategies on the Nigerian equities market? I extended my old dividend strategy which was published in 2005. Original Paper here Dividends strategy extended to…
The curious case of Nigerian asset allocations
In this paper, I carried out a 35 year review of asset allocations in Nigeria and discussed it subsequently with Rotus The paper can be found here - Nigerian asset allocation…
Video: How to beat Nigerian inflation with dividends
The Nigerian economy continues to exist in a high inflation framework with individuals and businesses losing value on their holdings on a regular basis. I presented some research I conducted…
Video: Investing in the USA vs. Nigeria
At height of the US stock market ascent, Nigerians began to actively dabble in US equity investing. I reviewed the returns to both markets over a 20 year period and…
Behavioural economics for better products
A short video discussion on how behavioural techniques maybe useful in designing better products. Discussion slides here - Behavioural economics for better products Video below - https://www.facebook.com/AriseTVNews/videos/206616484540481/
Nigeria’s largest companies, thirty years apart
What did the largest companies in Nigeria look like vs what they looked like in 2019 Document here - Largest companies in Nigeria
Long run portfolio returns – Different assets
I reviewed the returns to various equity and non equity classifications from 1995 - 2001. The results are rather interesting. PDF of various charts shown here - Long run portfolio returns…