Insights
SMAM Insights brings together our perspectives on global markets, strategic transformation, capital and the forces shaping businesses and investment.
From weekly market observations to strategic analysis and company news, we share the developments, ideas and structural trends that matter to entrepreneurs, investors and decision-makers.
Independent thinking for a complex world.
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Start the WeekCentral banks, Big Tech earnings, US GDP and PCE inflation converge in one pivotal week. As energy risk keeps bond yields elevated, markets must decide whether profits can justify the…
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Our latest thinking across markets, strategy, capital and business.
Capital & Markets
Private capital faces a growing challenge: translating portfolio valuations into realised investment returns. New ILPA guidance and Blackstone's latest results highlight why…
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Capital & Markets
The European Central Bank is advancing the infrastructure supporting tokenised financial markets. With Pontes now operational and Appia progressing, SMAM examines how…
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Strategic Perspectives
Water security is increasingly relevant to corporate investment and asset valuation. New ECB research highlights the scale of economic exposure to water…
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Start the Week
The AI investment cycle is entering a more demanding phase. With Treasury yields above 5%, inflation reaccelerating and technology valuations correcting, investors…
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Strategic Perspectives
Venture Global's latest infrastructure agreements highlight an important shift in corporate investment. Reliable electricity is increasingly influencing project viability, capital efficiency, industrial…
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Strategic Perspectives
New European evidence shows rapid AI adoption but much shallower integration into core business processes. As access to models and compute broadens,…
Read More→Start the Week
Weekly perspectives on the forces shaping markets and investment.
A focused view of the macroeconomic, geopolitical and market developments that matter at the beginning of each week.
Strategic Perspectives
Our perspectives on strategy, growth, governance, value creation and the structural decisions shaping businesses over the long term.
Explore Strategic Perspectives→Water security is increasingly relevant to corporate investment and asset…
01 Strategic PerspectivesVenture Global's latest infrastructure agreements highlight an important shift in…
02 Strategic PerspectivesNew European evidence shows rapid AI adoption but much shallower…
03Capital & Markets
Insights on capital formation, financing strategies, private markets and the evolving expectations of investors.
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A growing body of independent thinking, organised for precise and efficient research.
Start the Week
Central banks, Big Tech earnings, US GDP and PCE inflation converge in one pivotal week. As energy risk keeps bond yields elevated,…
Capital & Markets
Private capital faces a growing challenge: translating portfolio valuations into realised investment returns. New ILPA guidance and Blackstone's latest results highlight why…
Capital & Markets
The European Central Bank is advancing the infrastructure supporting tokenised financial markets. With Pontes now operational and Appia progressing, SMAM examines how…
Strategic Perspectives
Water security is increasingly relevant to corporate investment and asset valuation. New ECB research highlights the scale of economic exposure to water…
Start the Week
The AI investment cycle is entering a more demanding phase. With Treasury yields above 5%, inflation reaccelerating and technology valuations correcting, investors…
Strategic Perspectives
Venture Global's latest infrastructure agreements highlight an important shift in corporate investment. Reliable electricity is increasingly influencing project viability, capital efficiency, industrial…
Strategic Perspectives
New European evidence shows rapid AI adoption but much shallower integration into core business processes. As access to models and compute broadens,…
Start the Week
Equities remain close to record highs. But with US Treasury yields above 5%, persistent inflation and Q3 earnings season beginning, corporate profits…
Strategic Perspectives
Informa's proposed £2.24 billion acquisition of Clarion Events, alongside plans to separate Taylor & Francis, illustrates why corporate focus is becoming an…
Strategic Perspectives
Electricity security is moving beyond operational risk management. As infrastructure and climate-related disruptions become more material, companies and investors need to assess…
Capital & Markets
A $2 billion investment into Flex’s Axiom business shows how corporate carve-outs are evolving from legal separation exercises into capital-formation events involving…
Start the Week
Softer US employment data have reduced the urgency for another Federal Reserve hike. Yet oil above USD 100, persistent inflation and sovereign…
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SMAM works alongside entrepreneurs, CEOs, shareholders and investors navigating strategic transformation, capital formation and international complexity.
