Rethinking the capital-project portfolio
Why major projects need portfolio-level prioritization, stronger economics and more adaptive governance as cost, demand and risk shift.
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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.
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Articles
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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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.
Travel demand is normalizing as financial caution reaches higher-spending customers
The post-pandemic surge is giving way to more selective spending, increasing pressure on hospitality and travel operators to prove value.
Strategic challenges
Can data-center growth outrun the power systems required to support it?
The challenge is securing energy, land and connectivity while AI workloads raise density and shorten infrastructure planning horizons.
Who controls the bottleneck after the ore leaves the ground?
The challenge is understanding exposure across refining and processing where concentration can be greater than at the mine itself.
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.
Private markets cannot treat liquidity as somebody else's problem forever
As hold periods extend, the ability to manufacture credible exits becomes as important as the ability to originate deals.
Strategic impact
AI and new modalities are widening the range of viable R&D strategies
Scientific productivity may improve where data, platform technologies and external ecosystems change how targets and assets are developed.
Processing capacity is becoming as strategic as resource ownership
Supply security increasingly depends on smelting, refining and by-product recovery rather than simply securing additional mineral reserves.
What we observe
CPG companies often defend every brand while consumer demand becomes more selective
Portfolio breadth can dilute investment when shoppers concentrate spending around clearer value and fewer meaningful differences.
Energy strategies often add generation while treating the grid as someone else's problem
New supply creates limited value when transmission constraints, interconnection delays and inflexible demand prevent electricity from reaching users.