ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Latest episodes of the podcast Market take
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Leaning on the tactical in our views
03/03/2025
Broadening out our pro-risk view
24/02/2025
AI a key driver of the power outlook
18/02/2025
Tweaking our views yet staying risk on
10/02/2025
AI mega force could be accelerating
03/02/2025
U.S. earnings key for our overweight
27/01/2025
Higher-for-longer the new consensus
21/01/2025
Triggers to change our pro-risk view
13/01/2025
Three investment lessons from 2024
06/01/2025
Diversifying our portfolio diversifiers
16/12/2024
Staying pro-risk into 2025
09/12/2024
Uneven earnings call for granularity
02/12/2024
Getting active to identify AI winners
25/11/2024
High-for-longer shapes strategic view
18/11/2024
Zeroing in on secular forces, not cycles
11/11/2024
Structural forces playing out now
04/11/2024
Seizing on fixed income swings
28/10/2024
U.S. earnings strength stands out
21/10/2024
Our conviction in global stocks
14/10/2024
Our anchor in choppy markets
07/10/2024
In God we trust