Insights

Commentary & briefings

Shorter-form analysis on the institutional, economic and strategic questions shaping contemporary societies.

Commentary·July 2026

Institutional Capital Theory: The Reproduction of Prosperity

Modern economics has traditionally focused on the allocation of scarce resources and the production and distribution of wealth. Institutional Capital Theory proposes that long-term prosperity depends upon the continuous reproduction of institutions that sustain productive incentives, adaptive knowledge, entrepreneurship, innovation, trust, and effective governance.

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Commentary·July 2026

Beyond Draghi: Europe's Competitiveness Crisis Is Institutional, Not Merely Economic

Europe's greatest problem is not simply that productivity has slowed. It is that the institutional capacity required to reproduce competitiveness is becoming increasingly difficult to sustain in an era of permanent geoeconomic competition.

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Commentary·July 2026

Glenn Agung Hole, PhD. Interviewed by Silk Way TV on Kazakhstan's Constitutional Reform

Dr. Glenn Agung Hole discusses with Silk Way TV how Kazakhstan's new Constitution will shape institutional development, investor confidence, entrepreneurship and long-term economic competitiveness.

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Commentary·July 2026

Kazakhstan's Constitutional Reform: The Real Test Begins Now

Dr. Glenn Agung Hole was interviewed by Kazinform and Silk Way TV on the strategic implications of Kazakhstan's new Constitution, which entered into force on 1 July 2026.

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Commentary·July 2026

The Family as a Generator of Institutional Capital

Modern societies measure almost everything. Yet some of the most important determinants of long-term societal resilience remain largely invisible to conventional measurement systems.

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Commentary·June 2026

When Institutions Begin to Lose Confidence in Their Own History

What happens when institutions become increasingly reluctant to affirm the historical narratives that helped create their legitimacy in the first place?

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Briefing·May 2026

Why Institutional Trust Is the Scarcest Resource of the 2020s

For much of modern history, nations have measured their strength through military power, economic output, and technological capability. Yet beneath these visible assets lies a less tangible, but arguably more important, foundation of national success: institutional trust.

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Commentary·April 2026

Reindustrialization and the Limits of Strategic Autonomy

For much of the post-Cold War era, advanced economies operated under a powerful assumption: efficiency would trump resilience. Today, that assumption is being reconsidered.

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Analysis·March 2026

Mentorship Networks and the Geography of Entrepreneurship

Why do some regions consistently produce entrepreneurs, growth companies, and innovative firms while others struggle despite possessing similar educational institutions, infrastructure, and financial resources?

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Briefing·February 2026

Resilience Is a Stock, Not a Flow

Like capital, resilience accumulates over time through sustained investment, institutional development, and organizational learning. It cannot be created instantly in response to crisis. It must exist before the crisis arrives.

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