Business Strategy & Growth
Strategists, economists and entrepreneurs who help organisations identify opportunity and execute with conviction
Boards are being asked to bet capital across borders at the moment when borders feel least predictable. Sanctions, tariffs, China exposure, and supply chain restructuring all turn on a question most leadership teams cannot answer with data: how globalised is the world really, and where is it heading. Strategy under those conditions needs evidence, not narrative.
Most retailers and consumer brands still design stores, formats, and digital journeys around what they think customers do, not what customers actually do. The gap between intent and behaviour at the shelf, the entrance, the checkout, and the screen is where margin leaks and category share moves. Closing that gap requires direct observation of human behaviour in commercial space, not surveys, not focus groups, not dashboards.
Most B2B technology categories sell on specs and miss the buyer entirely. Marketing teams write capability decks while the buyer is making a procurement decision driven by brand trust, narrative clarity and regional cultural fit. The result is investment that lands as noise, not pipeline.
Brands win attention by buying it. They win loyalty by earning a place in the culture their customers already live in. Most marketing organisations are structured for the first job and underpowered for the second, which is why category leadership now turns less on media weight than on whether a brand can move at the speed of culture without losing commercial discipline.
Boardrooms are facing harder questions about corporate purpose, ownership, and what the firm is actually for. Activist shareholders push ESG mandates while stakeholder capitalism slogans run ahead of operating reality. Most leadership teams lack a rigorous framework for thinking through ownership and incentive design when no contract can specify every outcome.
Marketing departments have lost authority inside large organisations at exactly the point when customer behaviour, private label competition, and emerging-market entrants are reshaping commercial advantage. CEOs are asking marketing teams to defend pricing power, build global brands from non-Western origins, and respond to low-cost rivals without the strategic mandate to do so. The question is what marketing actually has to become to earn that mandate back.
Most large organisations now run innovation budgets that no longer match the returns they once produced. R and D spend rises, pilot projects multiply, and the gap between cost and commercial output widens. Leaders need a way to generate breakthrough growth with fewer resources, in conditions where capital, talent, and time are all under pressure.
Digital transformation programmes routinely fail not from lack of investment but from lack of decision sequence. Most organisations cannot articulate which five or six choices determine whether a transformation delivers or stalls. Without that clarity, investment in platforms and AI becomes activity without architecture.
Most organisations build new propositions inside structures designed to keep existing businesses running. Then they wonder why their innovation programmes produce decks and pilots, but very few new customers. The mismatch is rarely diagnosed at the level where it can be fixed.
Most large digital and AI investments stall before they deliver. The technology is rarely the reason. The operating model and leadership decisions move slower than the tools, and that mismatch is where most programmes quietly slide off the agenda.
The cost of capital has reset and globalisation no longer guarantees cheap inputs or stable demand. Growth itself now depends on policy choices to a degree it did not a decade ago. Senior leaders are allocating capital across regions where trade rules and AI policy are being rewritten in real time.
Strategy demands commitment, and commitment is what kills companies when the future does not arrive as forecast. Boards reward bold bets; the same bets concentrate risk in ways the planning cycle hides. The hard question is not which strategy to pick, but how to commit to one direction while keeping the option to be wrong.