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Bloomberg: "No reliable safe havens." Billionaires have been investing elsewhere. Here's how to get in.

Bloomberg's Marcus Ashworth wrote plainly recently: "No more reliable safe havens."

After all, the S&P fell over 7% from the February peak. Bonds, even with less risk, are barely keeping pace with inflation.

So-called "diversified" portfolios have gotten hit from multiple directions.

Meanwhile, the world’s wealthiest have been setting records in another asset class.

Circumstances are always unique, but after the dot-com bust, it grew roughly 24% annually for a decade. After 2008, roughly 11% annually for 12 years.

Blue-chip art.

Why? It trades globally in multiple currencies, has scarce supply, and has shown near-zero correlation to equities since 1995.*

With Masterworks, 70,000+ investors allocated $1.3B fractionally across 500+ artworks featuring Banksy, Basquiat, and Picasso.

Accredited? You can invest in a diversified portfolio of postwar and contemporary art alongside two other real assets. From 2017-2025, the mix would’ve beat the S&P 500 by 3.1x.

See if you can improve your portfolio performance all in one diversified strategy.

*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd

Good Morning,

Nigeria’s housing sector continues to rely on strong public-private partnerships to bridge the country’s estimated housing deficit and accelerate sustainable urban development. In a move that underscores its longstanding commitment to the built environment, Dangote Cement has been announced as a Power Sponsor of the Africa International Housing Show (AIHS) 2026, one of the continent’s leading housing and construction industry events.

Dangote Cement Deepens Housing Sector Commitment as AIHS 2026 Power Sponsor

Dangote Cement Plc will host a high-level side event and stakeholder engagement session during the 20th edition of the Africa International Housing Show (AIHS) 2026, reinforcing the company’s growing involvement in housing development, infrastructure delivery, and sustainable urbanisation across Africa.

REDAN Warns Cement Price Surge Could Deepen Nigeria’s Housing Crisis

Nigeria’s affordable housing sector is facing mounting pressure as rapidly rising cement prices continue to increase construction costs nationwide, prompting fresh concerns from the Real Estate Developers Association of Nigeria (REDAN) over the future of housing delivery and homeownership accessibility.

Onoh Blames Illegal Waterway Development for Rising Flooding in Abuja

Growing flooding incidents across Abuja have renewed concerns over illegal developments along waterways and weak urban planning enforcement within Nigeria’s Federal Capital Territory (FCT), with former presidential aide Reno Onoh calling for immediate federal intervention to prevent further environmental and infrastructure damage. Onoh stated that the increasing frequency and severity of flooding in parts of Abuja are directly linked to uncontrolled construction activities on natural drainage channels and waterways. He urged authorities to enforce urban planning regulations more aggressively and remove structures obstructing flood pathways

Occupiers Benefit as Green-Certified Commercial Buildings Gain Momentum in Nigeria

Nigeria’s commercial real estate market is experiencing a gradual but significant shift towards sustainability as more office developments secure Excellence in Design for Greater Efficiencies (EDGE) certification. Industry stakeholders say the growing adoption of green building standards is delivering tangible benefits for occupiers through lower operating costs, improved resource efficiency and enhanced workplace environments.

The Hidden Risks of Solar Power in Homes and How Homeowners Can Stay Safe

As Nigeria continues to grapple with unreliable grid electricity, rising fuel costs and recurring power shortages, solar energy has emerged as one of the fastest-growing alternative power sources for households. Across urban and rural communities, homeowners are increasingly investing in rooftop solar systems to achieve greater energy independence and reduce reliance on generators.

Quote of the day:


“Progress begins the moment systems replace shortcuts, and accountability becomes the standard.”

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