All Angles Podcast
Decoding Software: Growth, Moats, and the AI Reckoning
We explore how the software sector is evolving in unexpected ways, unpacking what really drives long-term winners and why valuation is more art than science.
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
Week in Review
Oct 31: Trade Truce, December FOMC in Focus
Investment Insight
1 min
Q4 Portfolio Perspectives
Equity Insight
32 min
Key Equity Themes – A New Era of Opportunity
Key investment themes for equities in the context of a rapidly evolving global economy — emphasizing opportunities arising from structural reforms, technological advancements, energy transitions and geopolitical shifts.
Market Insight
28 min
Five Key Themes for the Second Half of the Year - Fixed Income
Global markets in 2025 face policy uncertainty and macro volatility. Fixed income offers de-risking potential, while EM local currency debt benefits from US dollar pressure. Private credit faces challenges.
Latest Insights
Week in Review
Trade Truce, December FOMC in Focus
31 October 2025
A review of the week’s top global economic and capital markets news
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
31 October 2025
A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.
Market Insight
2 min
The Fed Ends QT: What it Means for Markets
30 October 2025
The Federal Reserve has announced the end of quantitative tightening. This policy shift is expected to send a bullish signal for both fixed income and equities.