Perspectives

Episode 14: The 17-year-old who refuses to specialise

We never stop being impressed by the quality of the interns at Cape, and today's guest is a case in point. Dorian is 17. He skipped three years of school, started university at 15, and is now in his third year at St. Gallen. Everyone expected him to go into maths or physics. He deliberately went the other way. We talk about learning, velocity, AI, and why he refuses to specialise. Stay curious.

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’s 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.

Episode 1: Once upon a time...

In this inaugural episode of Cape Compass, host William Raynar talks to the partners of Cape, Alex Vukajlovic and Johan Holgersson, on their dynamic as a management team, as well as their refreshing attitude to hiring and the benefits it brings to company culture.

On location at the Natural History Museum: Doug Gurr and Ingrid Kukuljan

Cape visited the Natural History Museum to conduct an interview with the museum's Director, Doug Gurr, alongside Federated Hermes' Head of Impact and Sustainable Investing, Ingrid Kukuljan.

Spotlight: the new world of fixed income is anything but boring

In this special Cape Conversation, our Head of Fixed Income Michael Lienhard sits down with Florian Steiger, a former Cape colleague and now founder of Icosa Investments, a boutique focused on cat bonds, to discuss how the role of fixed income is changing and where investors can find genuine diversification and attractive sources of income.

Unlocking peace: Dr. Nikolas Epp on the biology of flow and the power of consciousness

In this instalment of Cape Conversations, Stephan Vlček, Head of Family Office at Cape, took a trip out to the Zurich forest to meet with Dr Nikolas Epp, a leading consultant and trainer on the Biology of Flow and the impact that unconscious stress has on humans and communities.

The promise of biohacking: upgrade human performance and improve longevity

Dave is the founder and CEO of Bulletproof 360. Inc., a lifestyle nutrition brand focused on content, food and beverages that improve the performance of body and mind.

Nothing endures but change: Sarah de Lagarde

The team at Cape was privileged to have Sarah de Lagarde join a recent internal event, during which she spoke to the team about her incredible journey of crisis, challenge, change and resilience.

Think like a spy: Julian Fisher on deploying the tactics of covert intelligence to everyday life

Julian Fisher is a former intelligence operative whose experience in the field of ‘cover’ and time spent in undercover roles has given him a unique expertise on the way in which human intelligence, relationship-building and spycraft techniques can not only enhance civilian communication skills but, contrary to mainstream perception, can convey authenticity and build stronger relationships.

From baby boomers to coronials: what business leaders need to know about future generations

Dr Eliza Filby, a generational expert and historian of contemporary values.

New frontiers of the material world: designing with life

Take a look at the highlights from our discussion with Suzanne Lee.

Accelerating AI adoption by building trust in AI: Lofred Madzou

Cape recently hosted a compelling conversation at our Zurich offices as part of our ongoing series, Cape Conversations. In this instalment, our own Equity Analyst Thomas Williams had the privilege of engaging with our guest Lofred Madzou, Director of Strategy at TruEra, a visionary in the realm of artificial intelligence (AI), governance and innovation.

Curiosity is the spark: Simon Hartley on why curiosity is the cornerstone of success in high achieving people

“Curiosity is part of our character. It means we can develop it. If you asked me a couple of years ago, I would have said curiosity was a characteristic, but I've recently learned it's a blend.” Simon Hartley.

The Great Tree Story: Levison Wood on his exploration of the world’s forests, natural systems, and historical narratives

Levison Wood's expeditions include walking the entire length of the river Nile, the Himalayas, Central America, crossing the Caucasus, and circumnavigating the Arabian Peninsula. This Cape Conversation takes place as Levison releases his latest book, The Great Tree Story - a beautiful and profound study of our planet's forests and nature systems.

Spotlight: The Mousetrap - a rare glimpse into one of our private equity partnerships

In this first ever ‘Spotlight’ video we share a rare glimpse into one of our Private Equity deals - Agatha Christie's The Mousetrap, the West End's longest-running show since 1952.

From pop legends to app innovations: Andreas Carlsson's musical revolution

We recently invited legendary songwriter, music producer and multiple Grammy nominee Andreas Carlsson to our Zurich offices as part of our ongoing series, Cape Conversations. In this instalment, Johan Holgersson talked to Andreas about his remarkable journey in the music industry.

Innovations, generations and imaginations: Zenia Tata

We recently invited Zenia Tata; innovation strategist, futurist and humanitarian, to Cape in Zurich, to talk to some of our partners and clients over a lunch event. Before doing so, Cape’s Camille Biancheri spent some time with Zenia talking about challenges and opportunities, in this inspiring Cape Conversation.

From hacker to neuroscientist: Moran Cerf

A private conversation with the extraordinary Dr Moran Cerf - an American-French-Israeli neuroscientist, professor of business, investor and former white hat hacker.

Inside the mind of a grandmaster: strategies, tactics and technology

Take a look at the highlights from our exclusive conversation with Chess World Champion Magnus Carlsen, widely regarded as the best chess player of all time.

AI uncovered: Alastair Moore on the distant future that lies just around the corner

“When I was born, give or take, the largest computer was a Cray supercomputer. Now, that amount of compute I have available to me as my domestic vacuum cleaner.” - Alastair Moore. Alastair is a lecturer at the UCL School of Management and a UCL PhD computer scientist with over a decade of experience working across AI, machine learning and technology innovation.