In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...
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Capital, compute, and conviction and how foundation model investing is reshaping the AI economy
Artificial intelligence is no longer an emerging category. It is infrastructure. In fact, the global private AI investment reached $67.2 billion in 2023, even amid broader venture market contraction, ...
I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...
Global family offices are being forced to rethink how, where, and why they allocate capital. Higher interest rates, geopolitical realignment, and the scale of the energy transition have made ...
The industry’s move to 'outcomes' is, in principle, a step forward. After years of proxy metrics, optimisation theatre and dashboards that impress nobody outside marketing, it is healthier to ask what ...
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