When strategic recovery requires more than cost cutting
How turnaround strategies can rebuild competitive position by resetting the portfolio, operating priorities and sources of future growth.
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Oil and gas
Protect portfolio value and strategic flexibility as energy security, volatile markets and long-term transition reshape oil and gas economics.
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Articles
Geopolitics moves from risk register to operating model
How trade restrictions, bloc realignment and political volatility are reshaping sourcing, technology access and global footprint decisions.
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.
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
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 health systems expand access without simply adding more clinical labor?
The challenge is redesigning pathways and roles while preserving quality in an industry where skilled capacity remains structurally constrained.
POV
The energy transition may be constrained less by generation than by connection
Building renewables is becoming easier than moving power through networks that were never designed for today's scale of change.
The cheapest freight lane is expensive when geopolitics closes it
Logistics economics increasingly need to price optionality and disruption, not just distance and contracted transport rates.
Strategic impact
Route optionality is becoming a measurable source of logistics resilience
Networks with credible alternatives can respond faster when ports, corridors or geopolitical conditions remove established flows.
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
Automakers often add digital features faster than they simplify vehicle architecture
Software complexity becomes expensive when legacy electronics, supplier structures and development cycles remain largely unchanged.
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.