AI Will (Eventually) Turbocharge Productivity and Profits

We are optimistic about AI's long-term impact on productivity and profits, but our perspective suggests the optimists' scenario is acutely implausible.

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Beyond Legacy Thinking: How Alternatives Might Future-Proof Endowments and Foundations

By adding income-oriented private alternatives – such as real estate, infrastructure and private credit – E&Fs can harvest the benefits from contractual cash flows that are often inflation-linked, diversification and stable long-term growth.

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Investment Perspectives: Middle East Conflict Updated

Geopolitical tensions push oil prices above $100, increasing volatility across equities, bonds, and credit markets.

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AI Will (Eventually) Turbocharge Productivity and Profits

March 18, 2026 - 25 min
Beyond Legacy Thinking: How Alternatives Might Future-Proof Endowments and Foundations

March 11, 2026 - 20 min
Investment Perspectives: Middle East Conflict Updated

March 09, 2026 - 5 min

Market News and Insights

As an institution focused on new thinking, our goal is to provide clients with valuable insights regarding innovative investment concepts and market occurrences.