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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.

In today's fast moving markets, our actionable insights can help you stay one step ahead

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Portfolio Insight

Navigating Uncertainty: Prudent Investing Amid Shifting Valuations and Market Volatility in 2025.

In 2025, investments focus on resilience amid geopolitical shifts, volatility, and high valuations. Strategies include diversification, asset allocation, and targeting tech and energy sectors for growth.

 

Portfolio Insight

The Art of Contrarian Investing: Inside The Mind of a Contrarian Investor

What does it take to be a contrarian investor? Zahid Kassam, Portfolio Manager, shares the team's investment process and approach to portfolio construction.

 

 

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.

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