Planning for uncertainty with simulation and optimization
How companies can move beyond point forecasts by combining scenarios, predictive models and optimization to improve decisions under volatile conditions.
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Real estate and built environment
Create resilient asset and portfolio value as financing, occupancy and changing patterns of use redefine real-estate economics.
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Articles
Geopolitics moves from risk register to operating model
How trade restrictions, bloc realignment and political volatility are reshaping sourcing, technology access and global footprint decisions.
Read articleFocus
Oil and gas markets are again being priced through physical security and geopolitics
Supply disruption, strategic routes and shifting demand are creating an uncomfortable mix of high prices and uncertain long-term consumption.
Commodity markets are trading geopolitics as much as physical supply and demand
Conflict, chokepoints, sanctions and strategic stockpiling are increasing the value of optionality across energy and resource markets.
Strategic challenges
What happens when insurance pricing softens but risk does not?
The challenge is maintaining underwriting discipline while catastrophe severity, technology investment and customer expectations continue to rise.
How should food companies plan when input volatility moves faster than pricing?
The challenge is protecting availability and margin while agricultural, energy and logistics costs transmit unevenly through the value chain.
POV
Healthcare cannot hire its way out of every capacity problem
Persistent workforce scarcity makes operating-model redesign a clinical necessity, not merely an efficiency agenda.
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
Strategic impact
AI is creating new roles for telecom networks beyond basic connectivity
Automated operations, edge services and sovereign infrastructure can expand the relevance of network assets when capabilities are genuinely differentiated.
Agentic AI is shifting software value from interfaces toward completed work
Products may increasingly compete on outcomes and orchestration rather than the number of seats, screens or workflow steps they support.
What we observe
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.
Retailers often optimize the website while the discovery layer moves somewhere else
AI assistants can influence consideration before shoppers reach a retailer, reducing the strategic value of owning the interface alone.