Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Risk and Resilience | Podcast
9 March 2026 - “The idea that somehow trade is going to stop or that international activity will stop is not the case at all… Patterns are changing… and what that means to the long term… is now the great uncertainty.”
Podcast
3 February 2026 - “Whether it was in the late eighties and early nineties on real estate, whether it was the fallen angels in the 1999–2000 timeframe, or into the financial crisis… leverage is consistent. And when it gets out of hand, it causes trouble.”
Podcast
13 January 2026 - “The readiness to turn away from something that’s no longer productive and embrace something new is far more prescient here.”
Podcast
15 December 2025 - “Anytime where you have a constrained market, it's good to be a supplier of capacity into that market, which is why you're seeing a lot of investment and construction of data centers even though you've got higher interest costs, higher CapEx costs, higher operating costs, inefficiency in the supply chain.”
Podcast
1 December 2025 - “In the long run, most of the time, values and value converge… it doesn’t matter much what your political perspective is… it will have an impact on the long-term cash flow potential of an asset.”
Innovation | Podcast
17 November 2025 - “The scientific method is pretty helpful when you think about investing — the accumulation of knowledge and insight, the fact that nothing’s ever black and white, and that you look at things on a probability-driven basis.”
Innovation, Investor-Corporate Engagement | Podcast
27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”
Innovation, Risk and Resilience | Podcast, Video
29 April 2025 - "The capital requirements to capture the growth opportunities in these trends are so significant that […] they outstrip what is available from governments and […] from the public markets, and that is creating a very large and attractive opportunity for private capital."
Risk and Resilience | Podcast
18 February 2025 - “If we continue to focus on prevention, if prevention becomes a mandatory part of an insurance solution, then climate can be properly priced again and will remain insured.”
Stakeholder Capitalism | Podcast
8 October 2024 - "The transition to a sustainable economy is not a switch, it's a dial—and that dial takes time to move."
Governance | Podcast
4 September 2024 - “Having a strong and clear foundation and clear governance around who can make decisions, then puts you in a very strong position for a volatile world.”
Stakeholder Capitalism | Podcast
7 August 2024 - "Part of my mission in life [...] is to make the millions of students out there aware that there are these amazing organizations where you can pursue investment careers and still feel like you have this incredible positive mission behind you."