Africa’s Allocation Moment
Institutional capital enters by mandate, not conviction As leaders convene in Addis Ababa for the African Union Summit to advance corridor-scale industrialization and in Munich to debate energy security and industrial resilience, a structural reality binds both agendas: capital concentration has become a strategic vulnerability. Portfolio architecture is now geopolitical architecture. Global institutional portfolios exceed $300tn. More than 70 per cent of...
DAVOS – Consequential Africa: Making Development Investable in a Fragmenting Global Economy
London / Johannesburg — launched for Davos 2026 Global institutional portfolios now exceed $300 trillion, yet they face a growing scarcity of assets capable of absorbing capital at scale while delivering duration, diversification, real-economy growth, and resilient returns. Consequential Africa argues that this is no longer a peripheral problem of emerging markets — it is a structural constraint on global portfolio...
World Leaders explore Cultural IP as Engine IP of Economic Development across African Nations at G20
Initiative could unlock billions annually for creators and nations from the continent’s creative sectors JOHANNESBURG– November 24, 2025 – A new G20 roadmap urges that Cultural Intellectual Property (IP)— from creative works such as music and art to digital cultural data—be formally recognized and integrated into macroeconomic and financial frameworks. This roadmap from the African Union Development Agency (AUDA-NEPAD), AXM,...

