Smarter Perspectives

Leaders from across our platform share their industry, asset, operations and financial insights regularly here, in our Smarter Perspectives series of articles.

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The Data Center Development Gap
Energy
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The Data Center Development Gap
June 2026 Over the last three years, hyperscalers and infrastructure developers have raced to keep...
The California Wine Industry is Under Structural Pressure in 2026
Wine Industry
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The California Wine Industry is Under Structural Pressure in 2026
June 2026 California produces roughly 81% of all U.S. wine and remains the world’s fourth-largest...
How Tariffs, Conflict, and the Gulf Are Reshaping the Global Metals Market
Metals
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How Tariffs, Conflict, and the Gulf Are Reshaping the Global Metals Market
June 2026 The metals market is not simply volatile right now. It is actually being...
Tariff Turbulence: How 2025 Trade Policies Are Impacting The Big Ticket Transportation Asset Industry
Enterprise Valuation
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Tariff Turbulence: How 2025 Trade Policies Are Impacting The Big Ticket Transportation Asset Industry
June 2025 The global market for Big Ticket transportation assets, namely aircraft, railcars, and maritime...
Ensuring Robust Valuations in a Volatile Market – Impact on Financial Institutions
Enterprise Valuation
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Ensuring Robust Valuations in a Volatile Market – Impact on Financial Institutions
May 2025 With recent market volatility, it is becoming increasingly important for US banks, credit...
Trouble Brewing for US Banks
Enterprise Valuation
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Trouble Brewing for US Banks
March 2025 While the Fed’s mission is to keep the economy stable and inflation under...