// Insights

Business insights, plainly written.

Short, practical pieces on the trends shaping global business, written by the partners and meant to be read in the time it takes to drink a coffee.

Latest insights

Market View
Q2 · 2026

What a Higher-for-Longer World Means for Long-Horizon Investors

Rates haven't fallen the way most boards planned for. A practical look at how family offices and sovereign funds are rebalancing for a slower, costlier decade.

// Global MarketsKeep Reading
Business Note
Q1 · 2026

Friend-Shoring Is Real, But It Isn't Cheap

The move to diversify production away from single-country dependence is now a board-level conversation. The costs, and the new risks, are catching some leadership teams off guard.

// Supply ChainsKeep Reading
Market View
Q1 · 2026

Where Gulf Capital Is Actually Going

Headlines focus on the big announcements. The interesting story is in the quiet mid-cap deals that signal where Gulf wealth funds are positioning for the next cycle.

// Capital FlowsKeep Reading
Briefing
Q4 · 2025

The New Rules of Doing Business Across Borders

Sanctions, data rules, and export controls now travel further than most legal teams expect. A practical guide for executives who don't want to learn the hard way.

// RegulationKeep Reading
Business Note
Q4 · 2025

Building a Board That Can Read the Room Globally

Most boards are still wired for a world that doesn't exist anymore. A look at the kinds of perspectives that are quietly becoming the most valuable around the table.

// LeadershipKeep Reading
Briefing
Q3 · 2025

Scenario Planning When You Can't Trust the Baseline

Five-year plans built off a single forecast haven't aged well lately. A simple approach to planning when even your assumptions deserve a second opinion.

// StrategyKeep Reading
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