Identify the structural shifts shaping capital allocation, operational risk, and strategic advantage
Macroeconomic intelligence mapping how capital flows, industrial policy, advanced technology, and state capacity intersect to reshape global competition.
Selected work
All publications Selected research
REPORT · RISK AND RESILIENCE
The Two Energy Superpowers
China is setting the clean-power cost curve. America is setting the hydrocarbon supply curve.
REPORT · CAPITAL MARKETS
Betting on the Index
Passive funds hold $19 trillion and 53 percent of all US long-term fund assets.
REPORT · CAPITAL MARKETS
Depth, Speed, Duration
Depth, speed and duration are three different damages that need three different toolkits.
Featured report
The Power Curve 2026 Outlook
Power in the United States is consolidating faster than its institutions can convert it, and conversion decides the year.
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Research themes
View all themes Investigating economic power
- 01Advanced TechnologyCompute, AI, biotech, semiconductors, platforms, and emerging tech.
- 02Capital MarketsFlows of capital, financial innovation, corporate finance, and market structure.
- 03Cities and InfrastructureUrban systems, transport, energy, housing, and digital infrastructure.
- 04Risk and ResilienceEconomic risk, shocks, climate, health, cyber, and supply chains.
- 05State CapacityInstitutions, policy capability, fiscal health, and governance.
- 06Strategic CompetitionGeopolitics, sanctions, trade, alliances, and economic statecraft.