Soundings

Impact

Drawing from the nautical practice of measuring depth, Soundings explores the underlying forces, risks, and opportunities beneath the market's surface..

AI Meets ESG

July 2026

Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.

A Contrarian Trade?

January 2026

Climate risk hasn't gone away just because "ESG" has fallen out of fashion. A response to a widely-read NYT piece.

Investing for Impact

January 2026

Why family offices are poised to lead a new wave of values-aligned investing in the years ahead.

How Many Lightbulbs Does It Take to Power AI?

November 2025

What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.

The Future is Female

November 2025

Trillions in wealth are set to pass to women first. Are advisers ready to meet them where they are?