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…
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…