Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio management at Rosenberg Equities, on data playgrounds, hubris and the exciting future for quantitative investing.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.

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Mega themes, mega companies: The trillion-dollar thesis

Mega themes, mega companies: The trillion-dollar thesis

The world's largest companies aren't just dominant because of their size - they're also the primary vehicles for the structural themes reshaping economies, from artificial intelligence to cyber security and defence.

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