Zeffer Business Intelligence
Research · Analysis · Advisory

The intelligence
your decisions
deserve.

Zeffer Business Intelligence provides proprietary research, rigorous analysis, and strategic advisory for investors, executives, and boards who require more than what the public information ecosystem can offer.

Visual Briefings

Zeffer Infographics

AI trade risk loop connecting hyperscaler capital spending, falling AI pricing, neocloud debt, private credit, insurance capital, power buildout, and market skepticism.

Warning: New Developments Make the AI Trade More Perilous

How financing, pricing, and credit stresses can reinforce one another.

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Credit-market warning signs: distressed junk bonds, private-credit markdowns, nonaccrual loans, payment-in-kind interest, lender losses, and potential contagion channels.

Credit Cracks Are Spreading

Early stress signals moving through credit markets.

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Current Research1 of 12
AI Infrastructure & Credit

The Cracks Beneath the AI Boom

AI can win as a technology while parts of the financing system lose as investments.

Explore This Report
The Cracks Beneath the AI Boom
Calm on the Surface
Life Insurance and Private Assets
Private Credit Risk Accelerating
Bank Capital & Regulatory Reset
Dealmaking Returns
Workforce Redesign
The Traffic Collapse
Antitrust in the Algorithm Age
AI Governance & Compliance
Cyber Resilience
Private Credit Under Pressure
The Firm

Analysts from Bain, McKinsey, Bloomberg, and Morningstar.

Zeffer Business Intelligence operates at the intersection of research, data, and strategy. We produce a small number of reports each year — reports that address the questions most consequential to the executives who commission them, at the depth and rigor that those questions demand.

Our research engagements range from $12,000 to $45,000, reflecting the primary research, proprietary data acquisition, and analytical resources each report requires. Our clients engage us when the conventional research available to them is insufficient for the decision they are facing.

About the Firm
Zeffer team at work
Why Zeffer

Standards that match the decisions our clients make.

01

Primary Research

Every report is grounded in original interviews, proprietary data collection, and independent verification — not synthesis of publicly available sources.

02

Independence

We take no referral fees, placement commissions, or advisory positions that could compromise the objectivity of our analysis. Our obligation is to the quality of the work.

03

Rigor

Our methodology is designed to survive scrutiny in boardroom settings, investment committee presentations, and regulatory contexts.

04

Confidentiality

All client engagements are conducted under strict confidentiality. We do not share client identities, the questions they are asking, or the conclusions we reach.

Annual Summit·Los Angeles, 2027

Zeffer Business
Intelligence Summit

October 5–7, 2027 at The Ritz-Carlton, Los Angeles. The premier gathering of business leaders, researchers, and strategists navigating the forces reshaping the global economy.

Speakers and attendees from Bain, Morningstar, JP Morgan, Google, News Corp, and more. Registration opens June 2026.

Summit Details
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Our Clients

Built for leaders who require more than consensus.

Our clients manage portfolios in excess of $500 million, lead publicly traded companies, and oversee complex institutional investment mandates. They engage Zeffer when the questions they are facing exceed what any general-market research provider can answer.

If you are navigating a decision that requires knowing something the market does not yet know, we should talk.

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