Kapstream Capital

Perhaps simply ‘queasiness’ is more fitting. Certainly that’s an apt feeling among investors having stomached sharp falls in risk asset prices in the last quarter of 2018, again bringing into focus the question of asset allocation as investors consider the path ahead. While many of the surprise falls reversed, at... Show More

Kapstream Capital

In deciding which risks are worth taking today in fixed income portfolios, it’s hard enough working out what to do with known, certain market influences, but even harder trying to factor in the many variables also at play. Conjuring a waterborne analogy, it feels much like an analogous swan navigating... Show More

Kapstream Capital

April nineteen sixty eight. Fifty years ago. It was perhaps the first mainstream introduction to fictional Artificial Intelligence (AI) when we met ‘HAL 9000’, the supercomputer controlling the spacecraft Discovery in Arthur C Clarke and Stanley Kubrick’s confounding sci-fi epic 2001: A Space Odyssey. HAL was an early exercise in... Show More

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