From dashboards to decision systems
Why the next frontier in analytics is not more reporting but better decisions�supported by integrated data, explicit decision logic and continuous performance feedback.
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Banking and capital markets
Strengthen financial performance and strategic position as technology, regulation and changing market economics reshape banking and capital markets.
Discover the macroEditorial overview
Articles
Why transformation stalls after the strategy is approved
How readiness, stakeholder alignment and behavioral change determine whether new operating models are adopted or quietly resisted.
Read articleFocus
Chemical producers face a structural capacity problem, not just another weak cycle
New capacity, soft demand and regional energy differences are pushing commodity chemicals toward prolonged margin pressure.
Fintech is moving from digitizing finance toward redesigning financial infrastructure
Stablecoins, tokenization and embedded finance are increasingly testing where banks, technology firms and payment networks should sit.
Strategic challenges
What happens when AI agents begin choosing platforms on behalf of users?
The challenge is defending network effects when discovery and purchasing increasingly happen through interfaces the marketplace does not control.
Where should chipmakers invest when markets and governments want different things?
The challenge is balancing commercial demand, sovereign incentives and export restrictions across extremely capital-intensive technology cycles.
POV
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.
The future of agriculture will not be solved by technology alone
Food production remains biological and local; innovation wins only when it survives weather, farmer economics and fragmented operating conditions.
Strategic impact
AI and tokenization are widening the strategic choices available to banks
New infrastructure can reshape trading, payments and fee economics while changing the speed and interconnectedness of financial activity.
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.
What we observe
Retailers often optimize the website while the discovery layer moves somewhere else
AI assistants can influence consideration before shoppers reach a retailer, reducing the strategic value of owning the interface alone.
Chip strategies often treat geographic diversification as if every fab were equivalent
Leading-edge capability depends on equipment, talent, packaging and supplier ecosystems that cannot be replicated by capital expenditure alone.