InsightExample
Asset Owners
The institutions that own Africa's long-term capital — and the partners that serve them.
Asset Owners overviewAsset Owners
Capital & Markets
Asset classes, instruments and financing structures shaping African institutional portfolios.
Capital & Markets overviewPrivate Markets
Regions
Intelligence
Research, insights, data and media on African institutional capital.
Intelligence overviewAnalysis
Opportunities
Institutional investment opportunities across African sectors and markets.
Opportunities overviewBy sector
Events
About AOA
Research & insight
Research, insights, market intelligence, data and media on African institutional capital — filterable by topic, asset class, country, institution type and theme.
Library
Combine filters to narrow the library. Filters update the URL so any view can be shared.
Showing 12 of 26 publications
Market IntelligenceExample
How pension demand is shaping domestic sovereign yield curves across key African markets.
InsightExample
Regulatory reform has widened what African pension funds may own. The next phase is about governance, structure and the capability to execute.
CommentaryExample
Heavy exposure to domestic sovereign debt links pension outcomes directly to fiscal outcomes. Diversification is a fiduciary question.
OutlookExample
Our illustrative outlook framework for African institutional investors heading into 2027: rates, currencies, private markets and transition finance.
ResearchExample
A framework for the governance, people and processes African asset owners need before scaling infrastructure allocations.
Market IntelligenceExample
Tracking how development finance is increasingly structured to crowd in domestic institutional co-investors.
InterviewExample
An example interview format exploring how a chief investment officer balances domestic deployment with diversification.
InsightExample
Currency mismatch has quietly undermined African infrastructure. Local-currency structures backed by real-economy cash flows offer a better path for domestic institutions.
InsightExample
Coastal African states are developing blue-bond frameworks. Domestic asset owners can play an anchor role — if pipelines are aggregated and structured.
PodcastExample
An example podcast episode on how asset owners can drive systemic change through allocation and stewardship.
Asset Owner IntelligenceExample
Individually, many African asset owners lack negotiating weight with global managers. Collectively, they can secure better terms, governance and disclosure.
Market IntelligenceExample
A template for tracking mandates, commitments and governance changes across African asset owners.