We research widely to deliver unique insights.

---

Recent Topicals

---

Real Estate Investment Trusts (REITs) in Kenya

Mar 21, 2021

The Kenyan property market has witnessed significant growth over the past years, however in 2020, the real estate sector started on a rather high note but later the Covid-19 pandemic affected the performance real estate sector especially in terms of access to finance. Access to funds has been a key challenge for most real estate developers with most of them having relied on bank lending as a source of their funding. In order to bridge this gap, the real estate industry players have had to come up with various innovative products, e.g.  joint venture models and structured products to raise capital.  In helping bridge this gap and in a bid to further develop the Capital Markets, the Capital Markets Authority, CMA, in 2013 put in place REITs regulations that most developers can use to raise capital and we have seen some success stories already in the market. This regulatory framework has been in existence in Kenya for the past 8 years, and we have since done a topical on

---

Financial Planning for Education

Mar 14, 2021

The year 2020 was marked by the occurrence of a global pandemic whose effects were felt globally. The tough operating environment during the year saw most firms scale down their operations leading to massive job losses and reduced income. With the disruptions occasioned by the pandemic, the World Bank estimates that close to 2.0 mn Kenyans were pushed into poverty in 2020 as people prioritized consumption and provision of basic needs with the little money they had. As such, most financial goals such as joining investments and savings schemes were also disrupted. These then meant that people have to go back to the drawing board and relook at their financial objectives and rework their financial plans by readjusting at the goals themselves and how the same shall be attained.  For most parents Education forms an integral part of their key financial goals and In our focus on

---

Retirement Benefits Schemes Performance in Kenya

Mar 7, 2021

According to the Kenya National Bureau of Statistics (KNBS) FinAccess Report 2019, the pensions industry has witnessed significant growth with the number of registered members growing by a 10-year CAGR of 15.7% to 3.0 mn members in 2019, from 0.7 mn registered members in 2009. Additionally, Assets Under Management have grown by a 10-year CAGR of 15.8% to Kshs 1.3 tn as of December 2019, from Kshs 0.3 tn in 2009. This growth has been attributed to the mass education drives on the importance of retirement savings by the Retirement Benefits Authority and the industry players. Financial technology has also played a huge role by; i) making it easier for Kenyans to join and contribute to pension schemes, and, ii) improving the communication between the schemes and members. This week, we turn our focus to the historical performance and asset allocation of pension schemes in Kenya with a key focus on 2020....

---

Unit Trust Funds Performance- Q3’2020

Feb 21, 2021

Unit Trust Funds (UTFs) are collective investment schemes that pool funds from many different investors and are managed by professional Fund Managers. The fund managers invest the pooled funds in a portfolio of securities with the aim of generating returns in line with the specific objectives of the fund. Following the release of the Capital Markets Authority (CMA) Quarterly Statistical Bulletin – Q4’2020, we examine the performance of Unit Trust Funds, as the total Assets Under Management (AUM) have  been steadily increasing and they are among the most popular investment options in the Kenyan market. We will further analyze the performance of Money Market Funds, a product under Unit Trust Funds. In our previous focus on Unit Trust Funds, we looked at the

---

Lifestyle Communities

Feb 14, 2021

The real estate residential sector has witnessed numerous trends that are gradually being embraced with changing times and customer preference, with individuals looking for developments with unique features that help improve their quality of life. Lifestyle communities aim at offering a comprehensive and luxurious work, live and play environment and are differentiated by their location, unit size and designs, quality of finishes, array of amenities and facilities and thus have an associated feel of prestige. This week we shall focus on the lifestyle community concept with the aim of explaining what they are, highlighting their performance within the Nairobi Metropolitan Area and providing recommendations on their viability as a real estate investment. We shall look into; Introduction to Lifestyle Communities, Lifestyle Communities in the Nairobi Metropolitan Area and Factors Driving Them, Challenges facing Development of Lifestyl...

---

• «
• 1
• 2
• ...
• 31
• 32
• 33
• 34
• 35
• 36
• 37
• ...
• 88
• 89
• »