Markets, research, firm updates.
Perspectives from the Acumen investment team alongside firm announcements and market commentary.
- Market19 Jul 2026
EGX rally broadens as the central bank holds for a third meeting
The benchmark held its ground in the low-53,000s this week with small- and mid-caps leading and both foreign and domestic buyers active — even as the central bank kept rates on hold for a third straight meeting and the real economy stayed soft.
Read more - MarketThe pound drifted beyond EGP 50 to the dollar this month even as net reserves set a record and inflation extended its slide. We read the divergence as a feature of the policy design rather than a sign of stress.Read moreMarket02 Jun 2026
EGX30 closes May at multi-month high on banking sector rally
The benchmark index advanced 4.2% in May, led by financials and real estate, with foreign net-buying turning positive for the first time in seven weeks.
Read moreFirm28 May 2026Ezdehar Fund — May 2026 factsheet and manager commentary
Ezdehar delivered a 3.6% gain in May, outpacing its benchmark by 90 bps. Portfolio additions in industrials and telecoms drove the bulk of attribution.
Read moreInsights14 May 2026MENA fixed income: opportunities in a stabilizing rates cycle
Our fixed income team reviews positioning across sovereign and corporate credit as regional central banks signal the end of the tightening cycle.
Read moreFirm06 May 2026Rana Adawi on Bloomberg Asharq: 'Egyptian equities remain materially under-owned'
Acumen CEO Rana Adawi discusses MENA flows, the EGP outlook, and where Egyptian equities sit in a global allocator's playbook.
Read moreAward22 Apr 2026Acumen recognised at the MENA Fund Manager Performance Awards 2026
Acumen Asset Management was named Best MENA Equity Fund (Kheir Fund) and Highly Commended Asset Manager at the 2026 awards in Dubai.
Read moreInsights10 Apr 2026Activist investing in Egyptian mid-caps: a framework for unlocking value
How Acumen Advisory & Activism approaches governance, capital allocation, and strategic repositioning in mid-cap listed businesses.
Read moreMarket18 Mar 2026Remittances flat year-over-year through January 2026
Latest CBE data shows remittance inflows holding steady at USD 2.4bn, with implications for the EGP and consumer-facing sectors.
Read moreInsights26 Feb 2026Egypt macro outlook 2026: a cautiously constructive base case
Our economists lay out the base, bull, and bear cases for Egyptian growth, inflation, and the EGP for the remainder of 2026.
Read moreFirm21 Jan 2026Kheir Fund — Q4 2025 manager update
Kheir Fund closed 2025 up 14.8%, with a defensive tilt toward consumer staples and government debt that has carried into early 2026.
Read moreInsights12 Nov 2025Acumen expands research coverage to small-cap industrials
Eight new initiations broaden Acumen's research footprint to over 60 listed Egyptian companies — the deepest sell-side adjacent coverage on the EGX.
Read moreFirm04 Sep 2025Amwal Al Ghad profiles Acumen's leadership bench
A long-form feature explores how Acumen Holding's leadership team has shaped the firm's research culture over fifteen years.
Read moreMarket22 Jul 2025Reading the EGP: what a stabilising currency means for portfolio construction
After two years of regime change, the EGP has entered a quieter chapter. We discuss what that means for asset-class weightings.
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