The rise of the agentic enterprise
How autonomous workflows could reshape decisions, coordination and productivity�and where human oversight remains essential as AI moves from assistance to execution.
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Consumer products and packaged goods
Build durable consumer growth and brand value as affordability, retailer power and changing preferences reshape category economics.
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Articles
Protecting the knowledge the enterprise cannot afford to lose
Why succession, concentrated expertise and workforce resilience are becoming material continuity risks in complex organizations.
Read articleFocus
Mobility services are being reshaped by automation, electrification and capacity economics
Autonomous fleets, digital platforms and changing infrastructure are altering how transport capacity is owned, dispatched and priced.
Critical minerals are becoming an industrial-policy problem as much as a mining one
Copper constraints, concentrated refining and export controls are pushing resource security into national and corporate strategy.
Strategic challenges
Can banks modernize finance without creating faster forms of systemic risk?
The challenge is capturing AI and digital-asset efficiencies while managing concentration, cyber exposure and increasingly synchronized markets.
How should producers invest when security risk rises but demand growth weakens?
The challenge is balancing near-term scarcity economics with long-lived assets exposed to changing demand, technology and policy.
POV
The telco-to-techco story still needs to prove its economics
Connectivity may look strategically unexciting, but moving into lower-margin technology services is not automatically a better business.
The next insurance advantage may come from deciding faster without pricing risk worse
AI can compress underwriting and claims cycles, but speed becomes dangerous if judgment and governance do not improve with it.
Strategic impact
AI is forcing professional firms to reconsider what clients are actually buying
As routine work becomes cheaper, differentiated judgment and domain expertise account for a larger share of defensible value.
Grid capacity is becoming the scarce asset of the energy transition
Value increasingly sits in transmission, distribution and flexibility as power demand and renewable generation expand simultaneously.
What we observe
Mining strategies often focus on reserves while underestimating midstream concentration
A diversified mine portfolio can still rely on highly concentrated processing capacity, creating a different form of strategic dependency.
Insurers often scale AI before fixing the data and systems beneath it
Advanced models cannot compensate for fragmented policy data, legacy architecture and controls that were never designed for autonomous decisions.