Strategy in a world of overlapping disruptions
How leaders can make sharper choices on where to compete, where to invest and what to stop when multiple structural shifts hit at once.
Read articleRelated macro
Automotive, mobility and smart transport
Compete as electrification, software and autonomy redistribute value across vehicles, mobility ecosystems and global automotive markets.
Discover the macroEditorial overview
Articles
Rethinking the capital-project portfolio
Why major projects need portfolio-level prioritization, stronger economics and more adaptive governance as cost, demand and risk shift.
Read articleFocus
Government AI adoption is moving faster than the governance needed to support it
Public agencies are deploying AI broadly while evaluation, procurement discipline and accountability remain uneven across government systems.
Telecom operators still face the problem of turning network investment into growth
AI, network APIs and sovereign digital infrastructure create new opportunities, but connectivity economics remain difficult to escape.
Strategic challenges
Which property sectors deserve capital when performance diverges this sharply?
The challenge is comparing traditional assets with data centers, living, healthcare and other operational sectors under different demand and risk conditions.
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
Autonomous transport will be won by fleet economics, not demonstration quality
The decisive question is whether autonomous capacity can outperform human-operated alternatives across the full cost of service.
Retail may soon compete for machine preference as well as human preference
If agents increasingly shortlist products, retailers will need to be legible and compelling to algorithms before the shopper ever arrives.
Strategic impact
AI and tokenization are widening the strategic choices available to banks
New infrastructure can reshape trading, payments and fee economics while changing the speed and interconnectedness of financial activity.
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.
What we observe
Oil companies often treat strong prices as evidence of strong structural demand
Geopolitical scarcity can support prices even while underlying consumption patterns weaken in important markets.
Manufacturers often automate equipment before redesigning the production system
Advanced technology adds limited leverage when bottlenecks, legacy workflows and disconnected plant architectures remain untouched.