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.
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Commodities trading and resource markets
Navigate volatile resource markets and capture value as geopolitics, physical constraints and shifting trade flows reshape commodity economics.
Discover the macroEditorial overview
Articles
Digital transformation after the transformation era
Why the next digital agenda is less about isolated programs and more about architecture, platforms, governance and measurable enterprise value.
Read articleFocus
Construction is splitting into strong and weak markets rather than moving as one cycle
Infrastructure, healthcare and digital projects coexist with pressured commercial segments, high costs and persistent labor constraints.
The car industry is becoming a software and semiconductor industry as well
EVs, software-defined vehicles and autonomy are shifting competitive advantage toward computing, architecture and continuous product evolution.
Strategic challenges
What happens when consumers stop accepting price as the main growth lever?
The challenge is restoring volume and relevance without surrendering margin through permanent promotion or excessive portfolio complexity.
How much agricultural risk can technology actually remove from the field?
The challenge is separating useful precision and biological innovation from solutions whose economics fail under real farm conditions.
POV
The future automaker cannot remain a hardware company with a software department
As vehicles become continuously updateable platforms, software architecture becomes part of the core industrial model.
The next data-center shortage may be measured in megawatts, not buildings
Compute demand can grow faster than electricity infrastructure, making power access the defining competitive asset of the sector.
Strategic impact
A more selective traveler is making experience quality economically visible
Operators with differentiated service and stronger loyalty can better defend spend when customers begin questioning discretionary trips.
Volatile food markets reward supply flexibility more than perfect forecasting
Multiple sourcing paths and responsive pricing become more valuable when category-specific shocks disrupt otherwise stable global supply.
What we observe
Mobility strategies often celebrate autonomous miles before proving unit economics
Technical deployment does not guarantee attractive economics when fleet capital, remote support and low-density demand remain expensive.
Manufacturers often automate equipment before redesigning the production system
Advanced technology adds limited leverage when bottlenecks, legacy workflows and disconnected plant architectures remain untouched.