Perspective
August 2026
The Model Is Not the Asset
When AI becomes the architecture of care, the durable value sits in the system around the model — not in the model.
5 min read
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Perspectives & Briefs
Original perspectives and concise interpretation of the research, developments and structural shifts shaping capital, ownership, institutions and the next economy.
Latest Perspective
The Model Is Not the Asset
When AI becomes the architecture of care, the durable value sits in the system around the model — not in the model.
Read PerspectiveLatest Brief
Ownership Changes Balance Sheets. Allocation Changes Economies.
The great wealth transfer is moving $83 trillion. It has not yet moved the decision rights — and allocation, not ownership, is what changes economies.
Read BriefBrief
August 2026
Ownership Changes Balance Sheets. Allocation Changes Economies.
The great wealth transfer is moving $83 trillion. It has not yet moved the decision rights — and allocation, not ownership, is what changes economies.
7 min read
Read BriefBrief
July 2026
Capital Is Not Scarce. The Channel Is.
Development finance is contracting at record speed. The binding constraint is not the amount of capital available — it is the absence of a route between capital and the institutions that could use it.
8 min read
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