Inside the Markets from Progeny Asset Management

The passage of power: Strait of Hormuz

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 reliance, disruption and the impact on life and markets around the world.

The Rise of Systematic Investing

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 passive approaches. It’s now a meaningful component of mainstream portfolio construction, with advisers increasingly using systematic strategies in thoughtful and deliberate ways. We’ll unpack how that evolution has taken shape, why it matters for investors, and how these approaches can play a role in diversified portfolios across different market environments.