Insights
Ideas. Markets.
Strategy.
Perspective.
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.
Selected Perspectives
All Insights
A growing body of independent thinking, organised for precise and efficient research.
Strategic Perspectives
Water Security Is Becoming an Investment Variable
Water security is increasingly relevant to corporate investment and asset valuation. New ECB research highlights the scale of economic exposure to water…
Strategic Perspectives
When Power Becomes Part of the Investment Case
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
Energy Reliability Is Becoming an Investment Underwriting Issue
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
AI Infrastructure Is Becoming Sovereign Industrial Capacity
The AI race is moving beyond models and semiconductors. Japan’s latest infrastructure initiative shows why power, compute, capital and execution are converging…
Strategic Perspectives
Grid Capacity Is Becoming a Strategic Asset
Electricity generation is no longer the only constraint on capital-intensive growth. As connection queues lengthen and demand accelerates, access to grid capacity…
Strategic Perspectives
The Next Data Centre Constraint Is Infrastructure
AI is driving unprecedented data-centre demand, but power, grid access, cooling, water, resilience and capital architecture increasingly determine which projects can be…
Start the Week
Energy Has Rewritten the Rate Path
Energy is reshaping inflation, sovereign yields and portfolio construction as central banks resume tightening and investors confront a structurally higher cost of…
Start the Week
Higher Oil, Higher Yields, Higher Volatility: A Critical Week for Global Markets
A decisive week for global markets as higher oil prices, rising sovereign yields and diverging central-bank policy reshape risk, valuation and portfolio…
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SMAM works alongside entrepreneurs, CEOs, shareholders and investors navigating strategic transformation, capital formation and international complexity.