investments

SAAS: THE ARCHITECTURE OF IMPERMANENCEAND THE END OF THE EASY-GROWTH ERA

Investments /

There is a particular kind of confidence that accumulates around an industry in its prime; a collective belief that what has worked will continue to work and that the mechanisms underpinning the success are not merely functional but structural. This has been the foundational investment view of software-as-a-service, or SaaS, where the moat could not […]

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Investment, infrastructure, inference, and big money players:The direction of ai in 2026

Investments /

“Skate to where the puck is going, not where it has been” – Walter Gretzky (Wayne’s dad) Ennui is the word that best describes the end of 2025. It was a trudge to the finish line as investors, weary of the ongoing bubble talk and high valuations, shunned AI developments. The ‘oh wow’ moments had

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Coding and decoding: how every piece of ai news is fuellinga global guessing game

Investments /

The recent turmoil across global financial markets, marked by abrupt trading reversals and amplifying doubt, poses a critical question for investors: are we witnessing the unwinding of the exuberant artificial intelligence (AI) trade, or is it another episode in the cycle of market psychology? The answer is as elusive as it is consequential. Navigating a

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Invested Capital Yielding Charitable Support for Communities in Time of Rising Need

Philanthropy /

Fourth Annual Philanthropy Report Indicates Strong Momentum from Structured Giving  The fourth annual Engaged Philanthropy Report from leading philanthropic funds manager Perpetual Guardian tells two stories: one of charities under pressure amid funding cuts and lowered giving due to the cost-of-living crisis, and the other of the perennial benefits of structured giving set up years

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How AI is remaking and remonetising ads, and who’s leading the race

Investments, News /

Mad Men (2025 Version): How AI is Remaking and Remonetising Ads, and Who’s Leading the Race MAD MEN (2025 VERSION):HOW AI IS REMAKING AND REMONETISING ADS,AND WHO’S LEADING THE RACE Mad Men (2025 Version): How AI is Remaking and Remonetising Ads, and Who’s Leading the Race NVIDIA: The ‘Bubble’ that Wasn’t – A Deep Dive

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NVIDIA: The ‘Bubble’ that Wasn’t – A Deep Dive into its Unassailable Position in AI

Investments, News /

NVIDIA: The ‘Bubble’ that Wasn’t – A Deep Dive into its Unassailable Position in AI NVIDIA: The ‘Bubble’ that Wasn’t – A Deep Dive into its Unassailable Position in AI A Deep Dive into its Unassailable Position in AI by Tim Chesterfield, Chief Investment Officer, PG Investments For the past year, the market has been

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Competitive Search: How the Google ruling might change the tech landscape

Investments, News /

Last month, in a case brought by the Department of Justice (DOJ), Judge Amit Mehta of the US District Court ruled that Google’s anti-competitive behaviour – of defending its monopoly in what we call ‘search’ through exclusive payments to companies that can channel people to search and specifically Google search – is illegal. This ruling

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