Expert thinking on productivity, intangible asset valuation, growth strategy, and building more valuable businesses.
I was at IG Group when Facebook's IPO was mispriced. The market overvalued the platform and undervalued the intangible assets — the data, the network effects, the advertiser relationships. Today's AI market is making the same mistake in reverse. Here is how to tell the difference between genuine AI value and bubble pricing.
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Only 29% of executives can measure AI ROI confidently. The problem is not that AI fails to deliver value — it is that traditional ROI frameworks were not designed for investments that create intangible assets. Here is the 4-layer framework that connects AI spending to board-level outcomes.
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The SEC has made AI-washing an enforcement priority, and for good reason: billions in capital are being allocated based on AI claims that range from exaggerated to fabricated. After 15 years evaluating technology claims at IG Group, here is the 7-point checklist that separates genuine AI capability from performative marketing.
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Global AI investment has surpassed $500 billion annually, yet total factor productivity growth remains stubbornly flat. This is Solow's paradox reborn: you can see AI everywhere except in the productivity statistics. History tells us why — and what needs to change.
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Intangible asset tracking gives investors unprecedented visibility into how portfolio companies deploy capital and drive growth.
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Productivity growth is the single most important driver of long-term business value. Here's how SMEs can measure and improve it.
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Intangible assets now drive over 90% of enterprise value in the modern economy. Yet most businesses struggle to identify, measure, or manage them.
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