North America Archives

North America

The Bioforge Prophecy: How Houston’s Enzyme Engineers are Decarbonising the Periodic Table

While the venture capital world remains captivated by the digital abstractions of generative artificial intelligence, a quieter revolution in carbon and enzymes is unfolding in the heart of Texas. Solugen is not merely building a business; it is challenging the

Boards and AI: From Oversight to Insight

How AI can improve the effectiveness of boards THE SHORT VERSION AI is now supporting boards to do their work. Used well, it helps directors digest dense board packs, ask sharper questions, benchmark against peers and assess their own performance,

The Mastermind: How Taylor Swift Rewrote the Rules of the Global Economy

She does not just top the charts; she moves the needle on national GDPs. From the $2bn Eras Tour to the unprecedented reclaiming of her intellectual property, Taylor Swift has built a $1.6bn empire on the radical idea that the

The Hidden Titan: Why the American Rail Network is the Unsung Engine of Global Commerce

While attention often centres on congested highways and crowded airspace, a quieter system underpins the movement of goods across the United States. The country’s freight rail network, largely out of public view, remains one of the most efficient and high-capacity

Otaviano Canuto: The Multiple Frontlines of the US-China Technological Rivalry

The United States leads in most fundamental advanced technologies, while China leads in practical implementation. China has reduced its technological reliance on advanced economies, while acquiring key positions in some supply chains. Network installation in countries of the South make

Schafer Cullen: Why Discipline Still Defines Value Investing

In an equity market often driven by momentum, narrative and short-term positioning, Schafer Cullen continues to make the case for a more traditional discipline: buy good companies cheaply, insist on dividends, protect the balance sheet, and give time for value

The Reno Siege: Rupert Murdoch and the Great Succession Schism

As Rupert Murdoch approaches the twilight of his reign, a $3.3bn settlement in a Nevada courtroom has resolved the question of control over one of the world’s most influential media empires. Yet the attempt to impose “family harmony” has instead

Bonus Season Goes Brick-and-Mortar: How Wall Street Pay Is Repricing US Property

Wall Street’s annual bonus cycle has long been a private ritual of conspicuous consumption. In 2025, it became something more consequential: a rolling liquidity event spilling into US property markets, from Hamptons trophy estates to workforce housing in fast-growing states.

Blackstone’s Data Centre Push: When Private Capital Opens The AI Rails To Public Investors

As the AI boom shifts from model-building to infrastructure-building, data centres have become the new industrial real estate. Blackstone’s reported move to launch a publicly traded REIT focused on stabilised, leased facilities could give retail investors a direct line into

Ten Recent Technology Advances That Asset Allocators Should Have on the Radar

A CFI.co briefing on the engineering breakthroughs, grid innovations and early deployments that are compressing cost curves and reshaping the risk–return map for energy and infrastructure investors. For much of the past decade, the energy transition debate was framed as