Agentic commerce is transforming online shopping from search-based browsing to AI driven decision-making.
A cyber attack can erase a year of operating profit in a matter of weeks, making cybersecurity a defensive necessity.
In February, the United States Supreme Court struck down President Trump’s global tariffs imposed under the International Emergency Economic Powers Act.
Market rents have fallen while replacement costs keep rising, creating a ~20% national discount of market rents to replacement-cost rents
Geopolitical risk resurfaced in February, driving volatility and a flight to quality. We assess the impact of the Iran conflict, credit and securitized market reactions and portfolio positioning. Watch our video to find out more.
An investor cannot focus on growth and avoid obsolescence at the same time—innovation doesn’t work that way. The investor’s job is not to hide from AI disruption, but to manage it and monetize the potential dispersion it creates.
In this quarter’s webinar, our investment leaders provided a summary of the private markets’ investment environment, a deep dive into the entry opportunity in private real estate, and an in-depth review of private equity.
