Global expansion needs a new playbook
Why country selection, market-entry sequencing and operating-model choices matter more as growth opportunities become more fragmented and politically complex.
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Professional and business services
Reinvent expertise-led growth as AI changes professional workflows, client expectations and the economics of knowledge-intensive services.
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Articles
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.
Read articleFocus
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.
Industrial distribution is being squeezed between inventory risk and customer expectations
Tariffs, supplier volatility and digital purchasing are forcing distributors to rethink stock, service and the value they add between manufacturer and buyer.
Strategic challenges
Can power systems expand fast enough for the age of electricity?
The challenge is coordinating generation, networks, storage and flexible demand while connection queues already exceed available grid capacity.
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
The next factory advantage will come from orchestration, not another automation layer
Industrial leaders will separate themselves by connecting intelligence across the system rather than optimizing machines one at a time.
Digital government is not achieved by putting the existing bureaucracy online
The larger opportunity is redesigning services around life events and outcomes rather than reproducing departmental structures digitally.
Strategic impact
A fragmented cycle is rewarding construction players with flexible portfolios
Ability to shift toward stronger end markets matters more when manufacturing, commercial and institutional demand move in different directions.
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.
What we observe
Private-capital portfolios often look diversified while underlying exposures converge
Shared borrowers, similar financing structures and overlapping strategies can create more correlation than fund-level labels suggest.
Professional firms often use AI to protect margins without changing the billing model
Clients eventually notice when the same output requires fewer hours, making internal productivity gains difficult to keep entirely inside the firm.