North America Archives

North America

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

The Great Rebalancing: Capital Allocation in an Age of Fragmentation and Convergence

After a long stretch in which US markets served as the default setting for global portfolios, 2026 is beginning to look like a turning point. Concentration risk, stretched valuations, fiscal strain, and a rewiring of supply chains and reserves are

The “Sell America” Trade Returns — With Greenland at the Centre

A familiar market pattern reasserted itself on 20 January 2026: the dollar slid, Treasury yields rose, US equities fell sharply, and investors rushed into precious metals. This is the classic “sell America” trade — and its reappearance says less about

Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset

Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier: process heat up to ~200°C Why 200°C is financially meaningful A CFO-style payback lens (illustrative) 2) The breakthrough beyond 200°C: sound-driven thermoacoustic heat pumps Why