Trevor Noren: Founder of Sage Road Research
In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape.
Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in investment analysis, as well as the challenges of building an independent research business.
They discuss themes such as private markets, evolving return expectations, and risks in private credit, alongside how passive investing and retail flows influence market behaviour.
Luke and Trevor also touch on defence innovation, infrastructure, and the economics of generative AI, highlighting the opportunities and uncertainties investors need to navigate.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.
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