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Trends and Perspectives

Stay up to date with our take on trends that matter most.

Compass

Our Latest Perspectives

  • Powering the Digital Frontier: The Impact of Data Centers on U.S. Energy Demand

    The rapid expansion of data centers is reshaping electricity demand in the U.S. and increasing dependence on natural gas as a primary energy source.

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  • Smart Stores and the Future of Retail Convenience

    Explore how smart stores are revolutionizing retail with advanced technology, data-driven efficiency, and enhanced consumer convenience.

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  • Moonshot Energy: From Aspiration to Reality

    Discover how moonshot technologies, such as fusion and advanced geothermal, could reshape global energy, and see why energy stability, secure supply chains, and smart investments are the keys to unlocking this future.

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  • Advanced Specialty Care's Role in Reducing Healthcare Costs

    Advanced specialty care utilizes value-based models to reduce costs in cardiology, oncology, and kidney disease while enhancing outcomes.

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  • Innovative Water Technologies Transform Investment Landscapes

    As water scarcity affects over two billion people, new technologies in desalination and smart systems are creating significant investment opportunities.

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  • The Reshoring Trend: From Offshoring to Onshore Manufacturing

    Discover how the reshoring movement is transforming U.S. manufacturing, propelling growth in infrastructure and skilled labor.

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  • Why Electricity Prices Are Surging: The Capacity Market Crisis

    U.S. electricity prices are spiking. Delve into the forces driving market volatility and the urgent need for innovation and policy action.

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  • Overcoming Theft and Shrinkage in Unattended Retail Operations

    Learn how innovative technologies and operational strategies can protect your bottom line by reducing theft and shrinkage.

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  • Redefining Value and Scale: The Next Evolution in Fitness Clubs

    Discover how HVLP 2.0 is reshaping the fitness industry by combining affordability with premium experiences.

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  • Energy Investors Benefit from Strategic Capital Allocation and Shareholder Returns

    Energy companies continue to prioritize investors payback. Explore how disciplined capital allocation is redefining shareholder returns across the industry.

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Spotlight on our Newest Partners

Tim Mulrooney, Group Head, Global Services Equity Research

Last year Tim Mulrooney cast a spotlight on "forever chemicals" (like PFAS) and how their use in many household items may be dramatically impacted. It's a topic that remains relevant today. And as newly appointed partner Tim outlines, the remediation and policy changes impacting the manufacturing industry's use of PFAS and similar chemicals is a topic that won’t go away anytime soon.

Listen to Tim's Latest Residential Services Podcast

Take a Look Back

From the archives, get our take on trends that matter, including friction-free real estate transactions, personalized medicine, brand intimacy, consumer-centric healthcare, and more.

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