Due diligence for assets that are changing underneath the deal
Why commercial, operational and technology diligence must increasingly test future scenarios rather than validate historical performance.
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Real estate and built environment
Create resilient asset and portfolio value as financing, occupancy and changing patterns of use redefine real-estate economics.
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Articles
AI moves into the physical world
Why robotics and autonomous systems are becoming a strategic operating-model choice rather than a standalone technology investment.
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Life sciences growth is colliding with a more fragmented global operating environment
Pricing pressure, regulatory divergence and geopolitical risk are rising just as AI and new therapeutic platforms expand scientific possibility.
Government AI adoption is moving faster than the governance needed to support it
Public agencies are deploying AI broadly while evaluation, procurement discipline and accountability remain uneven across government systems.
Strategic challenges
When does autonomous mobility become cheaper than human-operated transport?
The challenge is moving from technical capability to fleet economics that remain viable after vehicles, supervision, maintenance and infrastructure are counted.
How much agricultural risk can technology actually remove from the field?
The challenge is separating useful precision and biological innovation from solutions whose economics fail under real farm conditions.
POV
Food supply can be globally abundant and commercially fragile at the same time
Aggregate availability matters less when the specific ingredient, route or origin a business depends on becomes constrained.
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
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.
New care models can shift scarce clinical capacity toward higher-value work
Virtual care, automation and redesigned pathways can change where patients are treated and which tasks require specialist intervention.
What we observe
Banks often treat AI as a productivity program when it is becoming market infrastructure
As automated decisions spread across trading and credit, shared models and technology dependencies can create risks beyond individual firms.
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.