This week’s readings/links include Nikola Dvornak of Platinum on the appeal of the anti-predictable, a wide-ranging interview with Divya Narendra of SumZero, Andrew Batson of Gavekal on the realities of Belt and Road, Symphony’s Q1 2019 shareholder update and a conversation with Tim Levene of Augmentum on what’s next in fintech.

• The appeal of the anti-predictable: Nikola Dvornak on why Platinum is finding more attractive investment opportunities in cyclical businesses in the current environment.
• Interview with Divya Narenda: On SumZero, the future of fundamental stock picking, robo advisors, the private wealth model and more.
• The Belt and Road is about domestic interest groups, not development: Blog post from Andrew Batson.
• Symphony International Holdings Limited: Q1 2019 shareholder update.
• What’s next in fintech?: Conversation with Tim Levene, the founder and CEO of Augmentum.