Resilience beyond business continuity
Why enterprises need to shift from static recovery plans to adaptive systems that connect operations, suppliers, people and critical dependencies.
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Transportation and mobility services
Strengthen network economics and customer value as demand, capacity and technology reshape how people move across transportation systems.
Discover the macroEditorial overview
Articles
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.
Read articleFocus
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.
Insurance is leaving the hard market without leaving the underlying pressure behind
Catastrophe exposure, changing customer expectations and AI adoption are reshaping underwriting, claims and the economics of insurance operations.
Strategic challenges
How much redundancy is worth paying for in global freight networks?
The challenge is balancing efficiency with alternative routes and capacity when geopolitical disruption can quickly rewrite transit economics.
Can governments scale AI without scaling public-sector risk with it?
The challenge is moving beyond pilots while strengthening data governance, procurement, transparency and evidence that technology actually improves services.
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.
Financial innovation ultimately competes on trust, not novelty
Faster payments and programmable assets matter only if users and regulators believe the infrastructure can survive stress.
Strategic impact
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.
Route optionality is becoming a measurable source of logistics resilience
Networks with credible alternatives can respond faster when ports, corridors or geopolitical conditions remove established flows.
What we observe
Trading models often react faster to price than to changing physical constraints
Market signals can reverse quickly while damaged infrastructure, altered trade routes and political restrictions persist much longer.
Real-estate investors often diversify by asset class without diversifying demand drivers
Different property labels can still depend on the same rates, demographics or local economic conditions.