Scenario planning for a less predictable global economy
How leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleRelated macro
Data centers and digital infrastructure
Convert accelerating compute demand into durable infrastructure value while navigating power, capital, capacity and technology constraints.
Discover the macroEditorial overview
Articles
Building an early-warning system for global volatility
How companies can connect macroeconomic, geopolitical and market signals to identify emerging shocks before they reshape enterprise decisions.
Read articleFocus
Agriculture is entering another cycle where weather and technology collide
Climate volatility, fertilizer exposure and new agritech tools are changing how producers manage yield, input economics and uncertainty.
Power availability is becoming the real constraint on the AI infrastructure boom
Data-center demand is accelerating while grid congestion, connection queues and construction economics limit where capacity can actually be built.
Strategic challenges
What happens to SaaS when AI reduces the number of humans using software?
The challenge is redesigning pricing and product architecture when autonomous agents increasingly perform tasks instead of individual users.
Can banks modernize finance without creating faster forms of systemic risk?
The challenge is capturing AI and digital-asset efficiencies while managing concentration, cyber exposure and increasingly synchronized markets.
POV
High oil prices can coexist with a weaker long-term oil thesis
Management should distinguish scarcity premiums from durable demand before translating today's market into tomorrow's capital plan.
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.
Strategic impact
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.
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
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.
Insurers often scale AI before fixing the data and systems beneath it
Advanced models cannot compensate for fragmented policy data, legacy architecture and controls that were never designed for autonomous decisions.