Private Client Report Insights, SaaS-pocalypse, and Middle East Conflict Impacts скачать в хорошем качестве

Private Client Report Insights, SaaS-pocalypse, and Middle East Conflict Impacts

In this episode of the Ask Avidian podcast, Jake Borbidge (Chief Investment Officer) and Andrei Costas (Portfolio Manager) share key insights from Avidian's Private Client Report. They recap 2025 market volatility driven by policy shifts and tariffs, while highlighting the benefits of diversification and opportunities in private markets. They then address the SaaS-pocalypse: AI-driven concerns disrupting traditional software moats and public SaaS stocks. They explain why private credit exposures, through diversified lending, remain more resilient due to shorter loan terms and strong protections. Finally, they examine the escalating US-Israel-Iran conflict, focusing on energy market risks. These include potential disruptions to oil through the Strait of Hormuz, LNG flows from Qatar, and broader effects on global prices, inflation, and supply chains, balanced by the buffering role of US shale production. Disclaimer: Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.