The Price of Intelligence (S&P Global)
The artificial intelligence (AI) build-out has reached historically extreme investment intensity and unprecedented…
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The New Supply-Side Era: The O-Ring Meets Geopolitics (Lazard AM)
For decades, the dominant framework for understanding economic volatility centered on demand. A new paper from…
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Asia Real Estate: Leaning Into Structural Themes in a Higher-Rate World
The Asia Pacific real estate cycle has decoupled from the West. Regional investment volumes reached a record USD…
Interest Rates and Stock Prices: An Old Debate Flares Up! (Aswath Damodaran)
The war in Iran, oil prices and worries about a recession have all taken turns driving stock prices in 2026 but…
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