Think disruptively
Insights
Our view on the forces reshaping financial services — written for people who have to make decisions with incomplete information.
New whitepaper · 2026
Private Wealth in Transition
How advisors, RIAs and asset managers win the next decade of client growth — client acquisition, AI, fee competition, demographics and alternatives.
Read the whitepaper
Technology & Markets · 9 min read
AI capital and the return question
Artificial intelligence will almost certainly transform the global economy. The harder question is whether today's unprecedented level of infrastructure investment earns a return that justifies current valuations.
Read more
Global Economy · 5 min read
Sentiment versus data: the wall of worry
Recent headlines have painted a picture of extreme fragility. The underlying data tells a steadier story — and that gap is precisely where markets tend to be positively surprised.
Read more
Strategy · 6 min read
What 2026 asks of CEOs and CFOs
A year of moderate growth and less forgiving markets. Dispersion returns, execution outranks narrative, and credibility with stakeholders becomes a competitive asset.
Read more