Corporate Hybrids: strong demand, diminishing reward? Corporate Hybrids: strong demand, diminishing reward?

As the world grapples with how AI will shape and change our lives going forward from the mundane, like automated homes or more clever apps, to more existential threats (opportunities?) leading to job and possibly sector obsolescence and related, broader social implications, it’s definitely well accepted that the demand for AI computing power is enormous and growing. Estimates vary, but they are all astronomical, ranging from $5 trillion to $7 trillion in capital investment needed to fund the global data centre and AI buildout, including…

Since Keith So joined us earlier this year as a quantitative analyst, I’ve been throwing all manner of questions at him and his python notebooks. The most recent was; “Is there an optimum place to invest on the yield curve to maximise the benefits of rolldown?”

Asian currency markets enter the Year of the Fire Horse at a delicate but potentially consequential juncture.