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
The Wisdom of Earnings: Why EAFE’s Past Holds Lessons for its Future
Investment Insight
Q3 Portfolio Perspectives
Equity Insight
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
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
Strong US Data Lowering Odds of Multiple Fed Cuts
26 September 2025
A review of the week’s top global economic and capital markets news
Sustainability Insight
Sustainability in Action: Defense as Resilience
25 September 2025
This case study explores rising geopolitical tensions and a renewed focus on national security have redirected capital toward tangible defense capabilities, particularly those powered by emerging technologies like drones and advanced propulsion systems.
The Big Mac
The End of the Strong Dollar Cycle
22 September 2025
Here we discuss the projected weakening of the US dollar due to macroeconomic factors, interest rate trends, and global diversification shifts. Highlights include both the short-term risks to the dollar and its long-term resilience as the primary reserve currency.