Latest Articles

How CEOs Are Rethinking Strategy in the Age of AI

Artificial intelligence is forcing a strategic rethink at the highest levels of enterprise leadership. For decades, competitive advantage was built on operational efficiency, brand...

AI and the Future of Work: What 50,000 Jobs Data Actually Shows

The debate about AI and employment has been conducted largely without adequate data — dominated by extrapolation from historical patterns, expert intuition, and ideological...

Climate Policy at a Crossroads: What Governments Are Actually Committing To

Climate policy has undergone a significant bifurcation. A growing number of jurisdictions — the EU, UK, Canada, and increasing numbers of emerging market governments...

The Shifting Architecture of Global Power: What the Next Decade Looks Like

The international order that emerged after the Cold War — characterized by US primacy, expanding economic globalization, and the gradual spread of democratic governance...

Trade Wars and Economic Statecraft: How Nations Are Weaponizing Commerce

The era of unconstrained economic globalization, in which trade policy was subordinated to economic efficiency and comparative advantage logic, has given way to a...

What the Bond Market Is Actually Telling Us Right Now

The bond market is often called the "smart money" — larger, more institutionally dominated, and arguably more forward-looking than equity markets. The signal from...

The Dollar’s Future: Reserve Currency Challenges in a Multipolar World

The US dollar's status as the world's dominant reserve currency is one of the most debated and least changed features of the international monetary...

The Global Migration Surge: Drivers, Destinations, and Policy Responses

International migration has reached its highest recorded levels, driven by a convergence of factors that are structural rather than cyclical. Climate displacement, political instability,...

Democracy Under Pressure: What 2025 Election Results Tell Us

2024 was the largest election year in human history, with more than four billion people in over 70 countries eligible to vote in national...

Building an AI-Ready Organization: The Infrastructure Before the Tools

Most organizations that struggle with AI adoption do not have a technology problem — they have a data, process, and culture problem. The AI...

Global Supply Chains After COVID: What Actually Changed and What Did Not

The COVID-19 pandemic exposed vulnerabilities in global supply chains that economists and supply chain managers had long identified in theory but that corporate executives...

Equity Markets in 2025: Concentration, AI Optimism, and Valuation Questions

The US equity market in 2025 presents a peculiar mix of surface-level strength and underlying divergence. Headline index returns have been driven by a...