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Perspectives: Tomorrow never knows — uncertainty is nothing new, only our awareness of it is

by Geoffrey Dohrmann | May 12, 2026

Risk has been defined as the simple fact that more things can happen than will happen. That definition has always appealed to me because it strips away the drama and leaves us with something unavoidable: uncertainty. Not danger. Not chaos. Just the reality that the future contains multiple possible outcomes, only some of which will come to pass and few of which we can predict with any degree of certainty.

The performance illusion: Why early metrics are a mirage and trust is the new alpha

by Adam Levin | May 8, 2026

Consider a typical scenario in private real estate: A general partner (GP) comes back to market to raise Fund IV. Their predecessor vehicle, Fund III, is three years into its life and boasting an impressive 16 percent internal rate of return (IRR). The GP sits across from an existing limited partner (LP), presents the pristine pitch deck, points to the early markup, and confidently asks for a re-up.

Siemens invests $165m to expand U.S. manufacturing for AI infrastructure

by Released | May 7, 2026

Siemens is investing more than $165 million to expand manufacturing capacity in the United States, strengthening the company’s ability to produce electrical infrastructure needed to support the rapid growth of artificial intelligence and large-scale data centers.
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