Perspectives

Episode 13: The intern perspective: Growing up human in an AI world

We explore how two talented young people see the future of work. Has AI changed the way they think about careers? Which skills will matter most? What excites them, and what concerns them?

Episode 12: The new age spread: a model for collaboration and empowerment

Cape's CEO Alex discusses the motivation and inspiration behind his latest FOLIO article

Episode 11: Taking a bet on the Kelly Criterion; a thesis

We continue the conversation with Oscar Puype, who takes us behind the cover of the thesis he wrote to conclude his studies at the University of St Gallen

Episode 10: An internship at Cape

In this episode we introduce one of our interns, Oscar, who has recently joined the team as one of Cape valued and valuable interns.

Episode 9: Lifting the cover on our latest edition of FOLIO

In this special episode, Michael, Alexandre, and William riff on the latest edition of FOLIO, where one single word : Cover - sparks three very different stories.

Episode 8: Context is capital: rethinking safety and duration in today’s world

Michael Lienhard, our Head of Fixed Income shares his views on the recent shifts across global sovereign bond markets.

Episode 7: Impact investing without compromise

In this episode, Cape's Alexandre Micheloud shares how we help clients align their capital with purpose, without sacrificing returns. He explains the difference between philanthropy and impact investing, and how we evaluate opportunities across private equity, venture capital, infrastructure, and public markets.

Episode 6: In dollar we trust? A system under pressure.

In this episode, we unpack the story of the dollar, not just as a currency, but as a mirror of American power, trust, and global dependency.

Episode 5: Cracks in the shield: Huawei’s 910D and the pressure on Taiwan

In Part 1 of this podcast William Raynar unpacks the story of Taiwan's 'silicon shield': geopolitical limbo, tech supremacy, and the fragile peace behind your iPhone.

Episode 4: Europe, it's time to wake up

Episode 3: Bond markets in flux: navigating volatility and economic shifts

Episode 2: A Sputnik moment? (DeepSeek)

In this episode, William speaks to Tian Xia, Portfolio Manager of Cape’s Technology Opportunities Fund, alongside Partner of Cape Alex Vukajlovic, about the markets' response to the DeepSeek launch, their view on the story, and what it might mean for the future.

The 'em dash' was mine first!

Now that AI has made polished design and perfect prose the norm - flawless no longer equates to quality - it simply means you have the same subscription as everyone else. When flawless is everywhere, authenticity becomes the rare commodity: the judgment, values, and thinking layered on top, none of which is available on subscription.

Lunching with bees: what portfolios can learn from the hive

A summer lunch, an uninvited bee, and a lesson in portfolio construction: why a good portfolio, like a hive, needs both farmers and explorers - and why the real danger is how we behave when volatility arrives.

How much would you accept to switch nationalities?

USD 10,000?, USD 100,000?.... or does it take a cool USD 2.5 million to seal the deal? That is the rather cheeky debate circulating in our office, prompted by rumours that the Trump administration might offer payments in that lower range to entice Greenlanders to become Americans.

Europe's fiscal shift could ignite a new growth era

Once again, an excerpt from Björn Germer's internal Equity Weekly makes it to our News & Insights page - reflecting on recent market activities and their impact on Europe.

When market "Generals" stumble

In this compelling piece, Björn Germer releases an extract of his renowned internal Equity Weekly commentary in response to a remarkable week in the markets.

Deja Vu?

The market corrections at the start of last month and this month felt eerily familiar, like Neo’s déjà vu moment in The Matrix, when he sees the same black cat walk by twice. At first, all seems normal, until the glitch reveals itself, a repetition of events caused by revisions made to the current situation.

Fuelling success: Efficiency in health and wealth

Ever wondered how the energy to power a light bulb compares to our daily calorie burn? Dive into this article by Cape’s William Raynar to uncover the surprising connections between the science of calories, hibernating bears, and smart investing strategies.

Riding the wave of AI: Cape's innovative journey

At Cape, we believe in the immense opportunity of Artificial Intelligence (AI) going forward, yet appreciate complexity in terms of finding the optimal way to gain exposure, whilst aligning our interests with those of our clients and potential clients.

Equity markets – priced for a soft landing

Tian Xia, Cape's Equity Portfolio Manager gives us an insight into the current market situation and answers the questions;

A quick update on the Fixed Income markets

Michael Lienhard shares a few thoughts on the Fixed Income Asset Class after the Central Bank bonanza – still an attractive asset class?

An animated intro to Fixed Income

Watch a short video