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Welcome to Fulcrum.

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Our Capabilities
- - - Our Capabilities
      
      Three pillars of investing
- - - Discretionary Strategies
      
      Identifying and investing in uncorrelated investment strategies.
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  - - Alternative Solutions
      
      Providing innovative exposure to underrepresented assets.
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  - - Quantitative Strategies
      
      Bringing together the insights of macroeconomics and quantitative finance.
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Insights
- - - Insights
      
      Explore Our Research and Insights
- - - Videos & Podcasts
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  - - Gavyn Davies
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  - - Investment Insights
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- - - View All Insights
About Us
- - - About Us
      
      An independent asset manager with a strong focus on research
- - - Our Company
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  - - Investing With Us
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  - - News & Media
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  - - Careers
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Sustainability
Fund Centre

Our Capabilities
- - - Our Capabilities
      
      Three pillars of investing
- - - Discretionary Strategies
      
      Identifying and investing in uncorrelated investment strategies.
      Explore More
  - - Alternative Solutions
      
      Providing innovative exposure to underrepresented assets.
      Explore More
  - - Quantitative Strategies
      
      Bringing together the insights of macroeconomics and quantitative finance.
      Explore More
Insights
- - - Insights
      
      Explore Our Research and Insights
- - - Videos & Podcasts
      Explore More
  - - Gavyn Davies
      Explore More
  - - Investment Insights
      Explore More
- - - View All Insights
About Us
- - - About Us
      
      An independent asset manager with a strong focus on research
- - - Our Company
      Explore More
  - - Investing With Us
      Explore More
  - - News & Media
      Explore More
  - - Careers
      Explore More
Sustainability
Fund Centre

Insights Category: 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.

Absolute return investing, market timing and the role of luck

Videos & Podcasts

07/05/2025

Absolute return investing, market timing and the role of luck

In this episode, we delve into the philosophy of absolute return investing, we talk about the role of skill versus luck, the use of Nowcasting, learnings from the COVID-19 pandemic and the ever controversial topic of market timing.

Unlocking AI’s power in finance with Fawaz Chaudhry

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.

Insights from Fulcrum’s 20th Anniversary: Navigating Global Dynamics

Videos & Podcasts

11/07/2024

Insights from Fulcrum’s 20th Anniversary: Navigating Global Dynamics

Recorded during Fulcrum’s 20th-anniversary event, Gavyn Davies, and Stephanie Flanders, debate some of the major topics that are likely to impact the financial markets over the coming months/years.

A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer

Podcasts

29/01/2024

A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer

Fulcrum’s Chief Research Officer Juan Antolin-Diaz joins J.P. Morgan’s Market Matters Podcast series.

Hymans Robertson Podcast – Capital markets mid-year update

Videos & Podcasts

20/07/2023

Hymans Robertson Podcast – Capital markets mid-year update

A discussion of the key market events of 2023 so far, a look at what the rest of the year might hold, and a discussion on the potential risks that could knock things off course in the short term.

Podcast – Money Life looking at if the stock market has gotten ahead of itself

Videos & Podcasts

06/06/2023

Podcast – Money Life looking at if the stock market has gotten ahead of itself

Paul Seaton, thinks that persistent inflation and a potential recession leave the equity markets vulnerable during the second half of 2023.

Podcast: Macro Hive Series on Inflation, Asset Allocation and ChatGPT

Videos & Podcasts

12/05/2023

Podcast: Macro Hive Series on Inflation, Asset Allocation and ChatGPT

In this Macro Hive Podcast series, our Chairman, Gavyn Davies, discusses a number of topics including asset allocation; ChatGPT; current market Views; and changes to investment approach since COVID.

Videos & Podcasts

19/04/2023

Podcast: Behind the Balance Sheet

In this Behind the Balance Sheet Podcast, our Chairman, Gavyn Davies, talks about investing, and about financial services; but also covers public service broadcasting, streaming and politics.

Square Mile – A Spotlight On: Investing in alternatives

Videos & Podcasts

17/03/2023

Square Mile – A Spotlight On: Investing in alternatives

Now, with cash and bonds looking more attractive, has the role of alternatives become redundant?

Podcasts

17/02/2022

Podcast: The Money Maze

In this Money Maze Podcast, our Chairman, Gavyn Davies, discusses why the inflationary pressures of today aren’t quite comparable to the 1970s…

Welcome to Fulcrum.

Our Capabilities

Three pillars of investing

Discretionary Strategies

Alternative Solutions

Quantitative Strategies

Insights

Explore Our Research and Insights

Videos & Podcasts

Gavyn Davies

Investment Insights

About Us

An independent asset manager with a strong focus on research

Our Company

Investing With Us

News & Media

Careers

Our Capabilities

Three pillars of investing

Discretionary Strategies

Alternative Solutions

Quantitative Strategies

Insights

Explore Our Research and Insights

Videos & Podcasts

Gavyn Davies

Investment Insights

About Us

An independent asset manager with a strong focus on research

Our Company

Investing With Us

News & Media

Careers

Insights Category: Podcasts

AI revolution, energy disruption and the next investment cycle

Absolute return investing, market timing and the role of luck

Unlocking AI’s power in finance with Fawaz Chaudhry

Insights from Fulcrum’s 20th Anniversary: Navigating Global Dynamics

A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer

Hymans Robertson Podcast – Capital markets mid-year update

Podcast – Money Life looking at if the stock market has gotten ahead of itself

Podcast: Macro Hive Series on Inflation, Asset Allocation and ChatGPT

Podcast: Behind the Balance Sheet

Square Mile – A Spotlight On: Investing in alternatives

Podcast: The Money Maze