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  • Asset Allocation, Geopolitics

    Middle East Conflict

    Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
  • Equities, AI, Felix Demaeght

    Software: Will AI trigger a SaaSpocalypse?

    Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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  • Felix Demaeght
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  • Felix Demaeght
Equities, AI, Felix Demaeght

Software: Will AI trigger a SaaSpocalypse?

Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?

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