The most valuable part of the AI economy may increasingly depend on something investors rarely see: the physical capacity
For decades, global investors have relied on a relatively simple framework for allocating capital: developed markets offered stability, liquidity
A company can have a willing buyer, a reliable supplier and a profitable cross-border transaction and still be unable
Markets are usually explained through a familiar chain: interest rates, inflation, earnings and valuations. Yet beneath those variables sits
For decades, the value of an investment was often measured by a relatively simple equation: cost, productivity, scale and
The price of capital has become an investment variable again. After years in which investors had little choice but
Capital is rarely indifferent to incentives. When the economics of building a factory, data center, power plant, or semiconductor
Globalization is entering a new phase. For decades, investors evaluated economies through interest rates, inflation, corporate earnings, and commodity
Private Credit After Higher Interest Rates: What’s Changing for Investors? The question has become increasingly important as private credit
For decades, strategic reserves were almost synonymous with emergency crude oil stockpiles. Governments built these reserves to protect their
The most valuable part of the AI economy may increasingly depend on something investors rarely see: the physical capacity
For decades, global investors have relied on a relatively simple framework for allocating capital: developed markets offered stability, liquidity
A company can have a willing buyer, a reliable supplier and a profitable cross-border transaction and still be unable
Markets are usually explained through a familiar chain: interest rates, inflation, earnings and valuations. Yet beneath those variables sits
For decades, the value of an investment was often measured by a relatively simple equation: cost, productivity, scale and
The price of capital has become an investment variable again. After years in which investors had little choice but
Capital is rarely indifferent to incentives. When the economics of building a factory, data center, power plant, or semiconductor
Globalization is entering a new phase. For decades, investors evaluated economies through interest rates, inflation, corporate earnings, and commodity
Private Credit After Higher Interest Rates: What’s Changing for Investors? The question has become increasingly important as private credit
For decades, strategic reserves were almost synonymous with emergency crude oil stockpiles. Governments built these reserves to protect their
