Think disruptively

Insights

Our view on the forces reshaping financial services — written for people who have to make decisions with incomplete information.

Monochrome candlestick chart with moving averages and volume bars

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.

Greyscale digital network mesh forming an abstract data landscape

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.

Black and white market chart with rising trend lines and histogram columns

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.