Videos & Podcasts

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June 2026 5 min watch

On the Horizon – June 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Chief Investment Officer, discusses: AI rally is intact: hyper...
May 2026 7 min watch

On the Horizon – May 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Chief Investment Officer, discusses: April saw a risk-on rally...
April 2026 7 min watch

On the Horizon – April 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Chief Investment Officer, discusses: Energy prices have risen ...
March 2026 6 min watch

On the Horizon – March 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Unprecedented supply ...
February 2026 9 min watch

On the Horizon – February 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Precious metals rally...
January 2026 10 MIN watch

On the Horizon – January 2026

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: 2025: weaker dollar d...
December 2025 9 min watch

On the Horizon – December

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: AI race broadens beyo...
November 2025 6 min watch

On the Horizon – November

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: AI infrastructure bui...
October 2025 8 min watch

On the Horizon – October

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: AI-driven capex boom ...
September 2025 5 min watch

On the Horizon – September

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Fed turning dovish as...
August 2025 8 mins watch

On the Horizon – August

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Equities supported by...
July 2025 5 min watch

On the Horizon – July

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Equities extended gai...
June 2025 8 min watch

On the Horizon – June

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Equities rallied on p...
May 2025 8 min watch

On the Horizon – May

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Oil prices are droppi...
April 2025 9 MIN WATCH

On the Horizon – April

In this episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Trump’s 10% tariffs l...
March 2025 9 MIN WATCH

On the Horizon – March 2025

In the third episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: Higher tariffs l...
February 2025 6 min watch

On the Horizon – February 2025

In the second episode of “On the Horizon,” Fawaz Chaudhry, Partner and Head of Equities, discusses: DeepSeek’s R1 m...
January 2025 7 min watch

On the Horizon – January 2025

In the first episode of “On the Horizon,” a monthly thematic market view series, Fawaz Chaudhry, Partner and Head of Equ...

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