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Long Horizon

10-year scenarios: climate tech, longevity, future of work

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12 Articles
01 A benchmark weight is a rule about holdings, not a purchase order: the real question is which link in the chain from weight to borrowing cost moves first. | Upside Journal
What Happens When Global Indexes Start Repricing Nigeria? Three Scenarios for Yields, Liquidity and the Naira
· 18 min read
 02 The African Industrial Supercycle: What Happens If Dangote's Model Scales Across the Continent? | Upside Journal
The African Industrial Supercycle: What Happens If Dangote's Model Scales Across the Continent?
· 19 min read
 03 Digital Identity Infrastructure: Why It Matters More Than Startup Funding | Upside Journal
Why Digital Identity Infrastructure Matters More Than Startup Funding
· 11 min read
 04 Startup Infrastructure 2026: The Invisible Systems Powering Africa's High-Growth Companies | Upside Journal
Startup Infrastructure: The Invisible Systems Powering Africa's Next Generation of High-Growth Companies
· 13 min read
The 10-Year Case for AI-Native Media Companies — Long Horizon · Upside Journal Most visited
The 10-Year Case for AI-Native Media Companies
Most media companies are adding AI to their existing operations. A handful are building from the ground up with AI as the foundational architecture. Over the next decade, the second group will replace
5 min read
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