STRATTNERS / RESEARCH & PERSPECTIVES
Independent thinking.
Long-term perspective.
Analysis and commentary on global capital, investment, corporate strategy and market structure.
THE EDITORIAL DESK
Ideas that travel
beyond the transaction.
Our Perspectives explore the forces shaping capital allocation, ownership and enterprise value. We distinguish reported facts from interpretation and link to original sources where available.
LATEST THINKING
Research & commentary
GLOBAL CAPITAL MARKETS
The Geography of Capital Is Changing
International investment flows and changing financial centres.
Read perspective ↗SOVEREIGN CAPITALSovereign Capital and the Logic of Permanent Ownership
A long-duration view of institutional investment.
Read perspective ↗PRIVATE MARKETSPrivate Markets Are Not Outside Global Financial Conditions
Private investment and the global cost of capital.
Read perspective ↗CAPITAL STRUCTUREEquity Lines and At-the-Market Offerings
Comparing two mechanisms for staged equity issuance.
Read perspective ↗ISSUER INTELLIGENCEReading an SEC Filing Before Financing
A disciplined framework for evaluating financial disclosures.
Read perspective ↗CORPORATE FINANCEThe Mathematics of Equity Dilution
Ownership, per-share economics and financing outcomes.
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