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Lighthouse Canton Insights Podcast
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Lighthouse Canton Insights Podcast

Author: Lighthouse Canton

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Welcome to the Lighthouse Canton Insights Podcast brought to you by Lighthouse Canton, a global investment institution that provides wealth and asset management services to accredited investors. Here on this podcast, we'll look to shine a light on the market developments and share strategic insights to help you navigate the global investment landscape. In each episode, we'll be bringing you conversations from experts in various fields, including Lighthouse Canton's own investment team and specialists.
4 Episodes
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This podcast was recorded on 14 September 2023 and was prepared based on the information available on the date of recording.In this episode, we explore global fixed income market opportunities and challenges along with an enhanced focus on the GCC market. We will discuss the fight against inflation and the expected trajectory of the U.S. Fed fund rates for 2024, including portfolio strategies for potential rate cuts and the implication of a sustained U.S. Yield curve investment. Today, we hav...
This podcast was recorded on 22nd June 2023 and was prepared based on the information available as of the date of recording.In this episode, we will be delving into the topic of economic potentials and opportunities in Asia, primarily in China and Japan, and how investing in these regions can become complex and tricky to navigate. We have Yoshi Ohira, CIO of Luxence Capital, with us in this episode, and he will be sharing how Luxence Asia Fund and other equity managers have played a very pivo...
This podcast was recorded on 14 March 2023 and was prepared based on the information available on the date of recording.In this episode, we dive into India’s private markets. Together with Sohil Chand, Founding Partner & Chief Investment Officer, LC Nueva Investment Partners, a veteran in India's venture capital landscape and former head of Norwest Venture Partners in India, and Sanket Sinha, an investor in private markets since 2011 who now heads the global asset management business at L...
This podcast was recorded on 27 September 2022 and was prepared based on the information available on the date of recording.In this episode, we speak to Kenny Arnott, CIO of Arnott Opportunities Fund, who shares how focusing on asymmetric returns can give your investment approach a competitive edge. Giving a broad overview of the three market regimes that are key when it comes to evaluating risk, Kenny also shares about effective ways to approach a possible recession so that you can build a p...
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