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Article | February 2026
The Ultimate ‘GPT’: Is AI Game-Changing for the Macro Picture?
- We anticipate moderate impacts in the near term, but will look for more profound shifts—albeit with some delay—as the years unfold.
Disruptive Forces in Investing | February 2026
Real Estate's Reset: Where Almanac Sees Stress and Opportunity
- (27:41) Real estate’s reset is creating both stress and opportunity. As higher rates and lower valuations slow transactions and extend holding periods, platform-level capital is becoming a crucial tool for real estate businesses seeking liquidity, balance-sheet flexibility, and growth. In this episode, we explore where investors may find overlooked opportunities across sectors.
Article | February 2026
U.S. vs. China: Different AI Approaches, Common Choke Points
- The two countries are taking different approaches to artificial intelligence, but common bottlenecks in memory chips and networking systems continue to create potentially attractive opportunities for investment in advanced semiconductor manufacturing and testing equipment.