Digital trust becomes a growth constraint
Why cybersecurity, identity and information integrity increasingly shape whether companies can scale digital channels, AI and connected ecosystems.
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Consumer products and packaged goods
Build durable consumer growth and brand value as affordability, retailer power and changing preferences reshape category economics.
Discover the macroEditorial overview
Articles
When the business model does not travel
How leaders can decide what to standardize globally and what to localize across proposition, channels, economics and operations.
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.
AI is forcing software companies to question the economics of software itself
Agents can automate work previously performed inside applications, putting pressure on user-based pricing and established SaaS product boundaries.
Strategic challenges
Which property sectors deserve capital when performance diverges this sharply?
The challenge is comparing traditional assets with data centers, living, healthcare and other operational sectors under different demand and risk conditions.
Which fintech models survive when regulation catches up with innovation?
The challenge is building economic advantage once digital finance must meet higher standards for trust, reserves, governance and interoperability.
POV
Semiconductor sovereignty cannot be bought simply by building more fabs
Real autonomy requires an ecosystem across design, equipment, materials, manufacturing and packaging, not isolated domestic capacity.
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.
Strategic impact
AI is shifting semiconductor investment from capacity toward system capability
Competitive advantage increasingly spans accelerators, memory, packaging, interconnects and ecosystem partnerships rather than wafer volume alone.
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
Health systems often digitize existing workflows instead of redesigning care delivery
Technology adds limited capacity when administrative burden, fragmented pathways and role boundaries remain structurally unchanged.
Logistics networks often diversify providers while retaining the same physical dependency
Multiple carriers provide little protection when every route still relies on one chokepoint, port complex or infrastructure corridor.