Credit spreads are near or at historic lows, limiting upside for excess returns and increasing downside risk, especially in investment-grade markets. Private credit has ballooned, absorbing risk from ...

What Is an Inflection Point in Business? In finance and business, the term “inflection point” refers to a change in the direction of a trend or pattern in a market, industry, or indicator—typically in ...

I believe we’re witnessing a pivotal inflection point in how businesses operate. Artificial Intelligence (AI) is not merely a tool for optimization; it stands to reimagine how enterprises function.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Some decisions can change the trajectory of your business ...

The last month felt like a year. Halfway through the first earnings season of 2026, and markets have already experienced two volatility spikes. 1 The first followed the nomination of Kevin Warsh as ...