Demand is fragmenting faster than most growth models
How companies can identify emerging demand pools, changing customer economics and new sources of willingness to pay.
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Healthcare providers and clinical services
Improve access, capacity and economic sustainability as healthcare providers respond to rising demand, workforce constraints and technology change.
Discover the macroEditorial overview
Articles
The new discipline of financial flexibility
How capital structure, liquidity and scenario planning can preserve strategic options when rates, demand and investment needs move unpredictably.
Read articleFocus
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.
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.
Strategic challenges
Which chemical assets still deserve capital in a structurally oversupplied market?
The challenge is deciding where to defend scale, exit disadvantaged capacity or shift toward specialties with stronger economics.
What still justifies the distributor margin when information becomes transparent?
The challenge is proving value through availability, technical expertise and service rather than relying on product access alone.
POV
Food supply can be globally abundant and commercially fragile at the same time
Aggregate availability matters less when the specific ingredient, route or origin a business depends on becomes constrained.
Financial institutions may soon need to manage machines as market participants
AI is compressing decision time in finance, making governance and operational resilience part of market structure itself.
Strategic impact
AI intermediaries could redistribute power across the platform economy
As agents compare and transact across services, traditional advantages in interface ownership may matter less than data, access and fulfillment.
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.
What we observe
Manufacturers often automate equipment before redesigning the production system
Advanced technology adds limited leverage when bottlenecks, legacy workflows and disconnected plant architectures remain untouched.
Agritech programs often underestimate how difficult adoption is at farm level
Technology can perform technically while failing commercially because margins, connectivity, skills and seasonal realities remain unforgiving.