Videos 16/06/2026 On the Horizon – June 2026 AI rally is intact: hyperscaler capex revisions are feeding the full picks-and-shovels chain; major AI IPOs adding fuel Read More
Videos & Podcasts 09/06/2026 AI revolution, energy disruption and the next investment cycle James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets. Read More
Videos 14/05/2026 On the Horizon – May 2026 AI-related news flow supercharged the market, with better models, rising AI agent adoption, and expectations that CPU, server and semiconductor usage will accelerate. Read More
Videos 20/04/2026 On the Horizon – April 2026 Energy prices have risen sharply enough to create a meaningful consumer shock, with dated Brent roughly doubling from early-year levels. Read More
Videos 17/03/2026 On the Horizon – March 2026 In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Unprecedented supply disruption with mitigation… Read More
Videos 11/02/2026 On the Horizon – February 2026 Precious metals rally, supported by central-bank buying gold and structural solar/EV demand for silver and software sell-off driven by “AI loser” fears even as fundamentals hold up. Read More
Videos 20/01/2026 On the Horizon – January 2026 AI trade shifting from hype to real productivity gains, driving hiring freezes and slower job growth. Read More
Videos 15/12/2025 On the Horizon – December AI race broadens beyond Nvidia as Google ramps TPU-driven Gemini stack. Read More
Videos 14/11/2025 On the Horizon – November AI infrastructure build-out remains a key driver of equity strength, with CapEx upgrades across hyperscalers and supplier. Read More
Videos 15/10/2025 On the Horizon – October AI-driven capex boom sustaining US growth despite tariff headwinds, and the high-end consumer strong thanks to wealth effect and housing. Read More
Videos 10/09/2025 On the Horizon – September Fed turning dovish as Trump appointees reshape FOMC balance. Read More
Videos 15/08/2025 On the Horizon – August Equities supported by dovish Fed tilt despite tariff-related inflation pockets. Read More
Videos 09/07/2025 On the Horizon – July Equities extended gains amidst sentiment around tariffs and the tariff rhetoric is again intensifying, sectoral levies add friction. Read More
Videos 13/06/2025 On the Horizon – June Equities rallied on positioning unwind and fading worst-case trade fears. Read More
Investment Insights 28/05/2025 From hype to harvest: investing in the AI boom Artificial Intelligence (AI) is rapidly evolving from a research-driven frontier technology into a real economy disruptor. While enthusiasm is high, markets remain inefficient at pricing the complexity, cost, and global scope of this transformation. Read More
Videos 15/05/2025 On the Horizon – May Oil prices are dropping due to increased supply, not just demand. Read More
Videos 03/04/2025 On the Horizon – April Tariff regime appears harsher than worst-case forecasts and a global slowdown expected if tariffs persist. Read More
Videos 11/03/2025 On the Horizon – March 2025 Higher tariffs likely to drive stagflation in the US. Read More
Videos 07/02/2025 On the Horizon – February 2025 DeepSeek’s R1 model significantly reduces AI training costs. Read More
Videos 14/01/2025 On the Horizon – January 2025 Cautious Equities: stretched S&P 500 valuations and heavy tech capex with delayed revenues. Read More
Videos & Podcasts 27/11/2024 Unlocking AI’s power in finance with Fawaz Chaudhry In this episode of Trading Tomorrow, we explore the groundbreaking ways artificial intelligence is reshaping finance with insights from Fawaz Chaudhry, the Head of Equities. Read More
Sustainability insights 20/10/2022 The role of short-selling There are three main approaches to integrating sustainability in a portfolio: namely Exclusion, Scoring and Thematic. Read More
