House View Q3 2025: Fear of going in?

Tariffs and geopolitics may have unsettled investors – but rebounding financial markets might prompt a change of heart. Our House View guides investors as opportunities emerge.

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Tariffs and geopolitics may have unsettled investors – but rebounding financial markets might prompt a change of heart. Our House View guides investors as opportunities emerge.

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Embracing Disruption

Discover how AI is transforming the software landscape, challenging SaaS models, and shifting value to enterprise platforms with data and workflow control.

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Navigating Rates

US airstrikes on Iran are a geopolitical shockwave to markets and may prompt a period of short-term turbulence, with energy prices and inflation expectations at the forefront.

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