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CIO INSIGHTS

 

The Impact of AI on SaaS: A Risk Framework for Investors 

 

Artificial intelligence (AI) models have advanced at an astonishing pace and constitute a real challenge to the software-as-a-service (SaaS) industry.

Read Article

Featured Insights | Meet the Team

Featured Research & Insights

 

Outgrowing Glamour: A Fundamental Approach to Growth Investing
APR 2026
Outgrowing Glamour: A Fundamental Approach to Growth Investing
By Que Nguyen, Ari Polychronopoulos, Omid Shakernia
The Impact of AI on SaaS: A Risk Framework for Investors
APR 2026
The Impact of AI on SaaS: A Risk Framework for Investors
By Jim Masturzo
When Will AI Be Both Powerful and Profitable?
APR 2026
When Will AI Be Both Powerful and Profitable?
By Chris Brightman
Why Value, Quality, and Momentum Belong Together
MAR 2026
Why Value, Quality, and Momentum Belong Together
By Que Nguyen, Noah Beck
Winning the Long Game with RAFI
MAR 2026
Winning the Long Game with RAFI
By Ari Polychronopoulos, Grant Kasser
Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022
FEB 2026
Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022
By Jim Masturzo, Colin Suvak
Everything Everywhere All at Once: Conglomerates and the Disappearing Diversification Discount
FEB 2026
Everything Everywhere All at Once: Conglomerates and the Disappearing Diversification Discount
By Noah Beck, Que Nguyen
2025’s Implications for the Future: “Some Like it Hot"?
JAN 2026
2025’s Implications for the Future: “Some Like it Hot"?
By Jim Masturzo
Rising Expected Returns in the Land of the Rising Sun
JAN 2026
Rising Expected Returns in the Land of the Rising Sun
By Colin Suvak
Trifecta: A Fundamental Revolution in Indexing
JAN 2026
Trifecta: A Fundamental Revolution in Indexing
By Chris Brightman, Rob Arnott
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In the News

 

Bloomberg
Que Nguyen Discusses Global Valuations and Opportunities Beyond Big Tech Earnings
April 2026
Bloomberg
Jim Masturzo Explains Why Conviction Is Fraying in Crowded Trades
April 2026
Bloomberg
Rob Arnott Explains the Hidden Active Side of Indexing
April 2026
Bloomberg
Jim Masturzo Weighs AI Risks in Software and the Limits of Market Narratives
April 2026
Schwab Network
Jim Masturzo Makes the Case for Diversification Beyond the U.S.
April 2026
Barron’s
Why Markets May Be Getting Ahead of Fundamentals
April 2026
Bloomberg
Jim Masturzo Explains the Mechanics Behind a Rapid Market Rally
April 2026
Bloomberg
AI Risks in Software May Be Overstated, Says Jim Masturzo
April 2026
Barron’s
Que Nguyen Highlights Fundamental Weighting as a Response to Concentration Risk
April 2026
Wall Street Journal
How Far Can Big Tech’s Conglomerate Premium Go?
March 2026

Meet the RA Global Advisors (Europe) Ltd Team

 

Shaun Patel
Shaun Patel
Partner, Head of Sales
Oliver Knight
Oliver Knight
Vice President, Head of UK Wholesale
Matt Lundberg
Matt Lundberg
Vice President, Distribution Europe

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