Planning for uncertainty with simulation and optimization
How companies can move beyond point forecasts by combining scenarios, predictive models and optimization to improve decisions under volatile conditions.
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Insurance
Build resilient insurance economics as changing risk pools, climate exposure and affordability pressures redefine coverage and insurability.
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Articles
Third-party ecosystems are the new risk perimeter
How supplier, cyber and reputational exposures can propagate across extended enterprise networks faster than traditional controls can respond.
Read articleFocus
AI is changing how platforms mediate discovery, transactions and competition
Marketplaces now face both tighter regulation and a new generation of AI intermediaries capable of reshaping how users reach digital services.
Semiconductors now sit at the intersection of AI economics and national security
AI accelerators, advanced packaging and export controls are reshaping capital allocation across an industry already defined by geographic concentration.
Strategic challenges
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.
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.
POV
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
Construction backlog is not demand quality
In a K-shaped market, project selection and execution capacity matter more than simply keeping the order book full.
Strategic impact
AI-mediated commerce could change how retailers compete for consideration
Machine-readable product data, value clarity and fulfillment performance may matter more as digital agents influence purchase decisions.
Portfolio restructuring is becoming central to chemical-sector competitiveness
Persistent overcapacity is forcing sharper choices across assets, geographies and product chains rather than reliance on cyclical recovery.
What we observe
Data-center developers often secure land before securing a credible power pathway
Sites can remain commercially stranded when grid capacity, interconnection timelines and local infrastructure fail to support planned density.
Software companies often add AI features while protecting pre-AI pricing assumptions
Copilots can improve the product while simultaneously undermining seat-based economics by reducing the human labor using it.