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
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
The Value of Focus: When Acquisitions and Separations Become One Strategy
Informa's proposed £2.24 billion acquisition of Clarion Events, alongside plans to separate Taylor & Francis, illustrates why corporate focus is becoming an…
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…
Capital & Markets
Private Credit Is Moving Closer to the Asset
Private credit is expanding from corporate loans into equipment, receivables and contractual cash flows. The strategic implication is significant: companies can increasingly…
Strategic Perspectives
AI Is Becoming a Capital-Structure Story
Artificial intelligence is moving from a software-led investment narrative to a capital-intensive infrastructure cycle. As hyperscalers, asset managers and lenders build new…
Capital & Markets
Capital Is Not the Starting Point
Fundraising is not the first step. Investability is built upstream, through strategic clarity, financial visibility, governance, risk architecture and execution readiness.
From Perspective to Action
Perspective should
lead to action.
SMAM works alongside entrepreneurs, CEOs, shareholders and investors navigating strategic transformation, capital formation and international complexity.