Capital Markets
The new architecture of patient capital
Why long-duration mandates are quietly outperforming benchmark indices in 2026.
May 28, 2026
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Privileged commentary on global markets, technology and capital — written by our partners and senior advisors.
Why long-duration mandates are quietly outperforming benchmark indices in 2026.
TechnologyHow national compute strategies are reshaping global supply chains and equity premiums.
SustainabilityInside the infrastructure rerating that is bringing circular economy assets into core portfolios.
HumanitarianA new framework for de-risking development capital across emerging African corridors.
StrategyLessons from family offices restructuring for multi-generational continuity.
MarketsWhere institutional allocators are rotating as public spreads compress.