Reports & Intelligence

Research on the questions agencies have to answer.

Reports and field notes for practitioners responsible for investment and trade. Each piece is built around a clear finding and the decision it changes.

Open access/14 reports + The Doyen Brief
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14 reports
Featured

AI-first means question first, not machine first.

File 14 · Feature reportAI & professional work

Building Better Professional Services with AI

Professional firms have good reasons to distrust AI. The harder question is how institutional knowledge, machine capability and human judgment should divide the work.

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DISRUPTIONDIVIDEND

The shock can travel at global speed. Domestic capability takes much longer to build.

File 13 · FeatureAI & public finance

When AI Disruption Arrives Before the Dividend

AI can erode export earnings, payrolls and tax revenue in countries that capture little of its upside. The financing question is which risks belong on the public balance sheet—and which do not.

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US$90B75%+

The high estimate of annual US incentive spending. At least 75% of recipient firms would probably have made the same decision without support.

File 12 · FeatureCapital

The Second Paradox of Economic Development

Florida's compact can curb the incentive wars. It cannot yet tell a place what it will keep from the investment its public assets help create.

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16%44%

Strategic sectors' share of greenfield FDI, 2020 → 2025. One of ten shifts remaking the profession.

File 11 · Research reportStructural shifts

Ten Rewirings

The profession still runs a 2000s playbook; the ground beneath it has moved. Ten structural shifts, in the data and in the law.

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C$13B300 jobs

One gigawatt-scale data-center deal, July 2026. Jobs alone cannot explain the public value at stake.

File 10 · Research reportFree

The Capture Gap

AI is weakening the link between productive capability, employment, and shared prosperity. A framework for measuring and securing the value a place retains.

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$77M1 job

The largest public subsidy per job on record. Tax breaks for a data center that created one permanent position.

File 07 · FeatureThe divided economy

Special K

When capital stops needing workers, the incentive that anchors the deal becomes a one-way transfer to the top of the K.

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Adoption waits on one person to own it.

File 08 · FeatureCareer

Somebody Has to Go First

AI adoption stalls on ownership, mandate, and policy. One credible use case can break the impasse.

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More reports

US$5.4T

Projected family-office AUM by 2030, growing faster than any other pool of capital.

File 01 · Research reportFree

Asian Family Offices as an FDI Channel

Who they are, how they decide, and what investment promotion must do differently to win a new class of private capital.

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AI moves the premium from producing material to judging it.

File 02 · FeatureAI & work

We're All Analysts Now

Why the human who judges the output is now the scarce ingredient in the workflow.

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31

Economics, Security, and Geopolitics. Three forces, now one operating environment.

File 03 · FeatureGeopolitics

The New ESG

The old ESG was a reporting framework. The new one decides which jurisdictions make the shortlist.

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National AI ambition, turned into firm-level export work.

File 04 · Field noteAI & work

Korea's AI Export Training Model

A practical formula for SME adoption, from national AI policy to the factory floor.

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The real AI risk in this profession is a slow-moving employer.

File 05 · FeatureCareer

Don't Let Them Leave You Behind

How to push your agency forward, and what to train on your own if it won't move fast enough.

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Turning market knowledge into trusted access.

File 06 · ReportTradecraft

Commercial Diplomacy & Relationship Tradecraft

AI can write the market brief. The rest of the job happens in the room.

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~8,000~580

What a disciplined monitor scans in a week versus what it keeps.

File 09 · FeatureAI & work

Stop Waiting for the Digest

How to replace the passive digest with an intelligence system that searches, filters, and judges by rule.

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Latest briefFriday, September 11, 2026

TTSP HWP and MCA Architects Unite as Hyceon

The 270-person group brings site selection, permitting, design, engineering, and project delivery under one roof as European data-center clients demand cross-border capacity.

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