Inside the Markets from Progeny Asset Management

AI may be dominating headlines, but behind every chatbot, recommendation engine and large language model lies a vast and rapidly expanding physical infrastructure: AI data centres. In this episode, we explore what AI data centres are, why demand is surging, and how they have become one of the most important investment themes of the decade. We discuss the role of hyperscalers such as Microsoft, Ama...

In episode 3 of Inside the Markets, we’re diving into the themes we’re hearing most in client conversations - rising inflation, higher rates, and ongoing geopolitical tension. To put today’s environment into context, we’re rewinding to the 1970s oil crisis to look at what drove the inflation spike, how policymakers responded, and what lessons still apply. Back then, central banks lacked the indepe...

Why does a narrow waterway matter to your portfolio? In this episode, we’re talking about a place we might struggle to pinpoint on a map - but one that’s shaping markets, inflation, and investment decisions around the world. When things go wrong with the Strait of Hormuz, markets tend to notice very quickly. We delve into the geography, ownership and history of the Strait as well as global relianc...

Welcome to the first episode of Inside the Markets podcast from Progeny Asset Management. We’re focusing on how systematic investing has evolved - from its origins as a highly specialised, quant‑driven approach into something far more accessible and widely used today. What was once a niche part of the market has become a genuinely distinct investment style, sitting alongside active and purely pass...