ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Latest episodes of the podcast Market take
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Why now is a great time for alpha
14/07/2025
Time to be more tactical
07/07/2025
Tariff and tax policy back center stage
30/06/2025
Geopolitical rifts drive defense theme
23/06/2025
Watching for tariff impacts to kick in
16/06/2025
Finding opportunities in uncertainty
09/06/2025
A bumpy ride upwards for global yields
02/06/2025
Staying nimble as energy policy pivots
27/05/2025
U.S. risk assets still core to portfolios
19/05/2025
Still selective as trade conflict cools
14/05/2025
Tracking the trade conflict disruptions
05/05/2025
Hard economic rules can bind quickly
28/04/2025
When economic rules start to bind policy
21/04/2025
Our take on the U.S. tariff pause
14/04/2025
Evolving our views as uncertainty bites
08/04/2025
Finding a path through near-term volatility
03/04/2025
Doing the math on U.S. policy shifts
31/03/2025
Bright spots in global stocks
24/03/2025
A disconnect with economic fundamentals
17/03/2025
Big policy shifts reinforce higher rates
10/03/2025
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