The dominant story remains the Iran war and its deepening distortions across energy markets, monetary policy, and investor sentiment.

The world's most advanced technology depends on one of the universe's simplest elements, a noble gas so abundant in the universe that it ranks as the second most common element: helium. Essential for AI chips, GPUs, and semiconductors, its market is now tightening as the Iran conflict begins to disrupt global supply.

Redemptions, gates, defaults, AI fears, valuations, the noise around direct lending has never been louder. But a closer look at the data tells a more nuanced story.

AI agents already manage your inbox, schedule meetings, and draft reports. The next frontier? Trading autonomously, in real time, at a scale no human desk can match. Right now, an algorithm is reading macro signals, analysing sentiment, and executing positions before an analyst finishes their coffee. In modern algorithmic trading, the edge no longer lies in human instinct, it lies in systems that act before the market catches up.

The surge in oil prices following US-Iran tensions has revived fears of stagflation. Those fears are misplaced. What markets may actually be pricing is a structural regime shift — from paper assets to real ones.

Updated March AA Insights – time to slightly reduce our equity exposure

“Q-Day”, which is the day quantum computers become capable of breaking current cryptographic standards, could make even the most secure digital systems vulnerable. The Bitcoin community has been debating the threat for over a year, while Ethereum’s community appears to be taking its first cautious steps in 2026.

Imagine an economy that keeps growing, companies making record profits, and markets hitting new highs, yet millions of skilled workers struggle to find jobs. AI now handles tasks that humans used to do, faster and cheaper than any employee. Productivity rises, but wages and household income lag. Growth is happening, but people are being left out. How will society adapt when success no longer depends on human work?

March AA Insights

Rising tensions in Iran are sending shockwaves through energy and financial markets. Global oil flows, inflation expectations, and market sentiment are all under pressure. In this climate of uncertainty, careful observation and strategic positioning are key.