AG Capital

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& Media

Market perspectives, considered commentary and conversations from AG Capital.

01 · Coverage

AG Capital in the media.

Commentary, interviews and press coverage of the firm and its funds.

Bloomberg

Casey Sprake on high yields and the central bank outlook

On Horizons Middle East and Africa: the Fed's September hike as a turn in policy, and how close the Bank of England may be to the same point.

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Sunday Times Business

Garbage on the streets, Garbage in governance

Casey Sprake, Head Market Strategist at AG Capital, was featured recently in the Sunday Times Business section with her latest opinion piece: Garbage on the streets, garbage in governance.

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Business Day TV

Henry Biddlecombe on You and Your Money

A conversation on hedge funds, portfolio construction and where alternatives fit.

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Bloomberg

Casey Sprake on Horizons Middle East and Africa

Markets, AI capital expenditure and the signals beneath the headline cycle.

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02 · Occasional note

The Diagonal.

Most market newsletters race to be first. The Diagonal doesn’t.

Written by the desk, not the marketing team, and sent only when we have a differentiated view worth sharing.

The Diagonal, Edition 01 · August 2026
Edition 01 · August 2026

The Diagonal — Edition 01

Introducing The Diagonal: diamonds, GPUs and the perils of extraordinary profits, plus the Renegade 50/50 case study.

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03 · Market commentary

Market Take.

Casey Sprake’s clear read on global markets, delivered to your inbox.

Short enough to read between meetings. Considered enough to keep.

Market Take, 23 Sept 2026
23 Sept 2026

Africa’s Property Opportunity: Growth Is Abundant, Certainty Is Scarce

Somewhere on the edge of the African continent, a logistics warehouse is being fitted with a solar array, battery storage and its own water infrastructure.

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