Business Strategy & Growth
Strategists, economists and entrepreneurs who help organisations identify opportunity and execute with conviction
Running a large institution under public scrutiny is now a leadership category of its own. Boards face activist regulators, hostile media, internal cultural strain, and shareholders who lose patience inside a quarter. The job is to hold a clear strategic line while the noise around the organisation gets louder, and most leaders are not trained for it.
Industry boundaries are moving faster than strategy teams can redraw them. Software firms, platforms and AI entrants now compete inside sectors that once felt structurally protected, and the rules of value capture have changed with them. Boards keep asking the same question: where in this ecosystem do we still own the customer, and where are we becoming a component in someone else’s stack.
Most leadership teams still think about competition the way they think about products: build a better one and customers follow. Platforms break that logic. The harder question is when to compete as a product, when to open an ecosystem, and how to avoid funding rivals you have just enabled.
Boards are making bets on Europe, India, and the transatlantic relationship without anyone in the room who has actually negotiated at that table. Macro briefings explain the weather. They do not tell you how Berlin will react to a tariff letter, what New Delhi will accept on market access, or how Washington reads a European industrial policy move. The gap between geopolitical headline and commercial decision is where serious money is being lost.
Many founder-led companies have a brilliant product and no idea how to take it global without losing what made it work. Scaling kills more good businesses than competition does. The hard part is building the commercial machine around the inventor without smothering the invention.
Most consumer research tells leadership teams what people say, not what they do. Brands keep losing share because the data they trust never reaches the actual moment of decision. And the same companies pour budget into transformation programmes that collapse under their own bureaucracy, killing the customer instinct they were built to protect.
Brand and marketing functions sit one layer below the executive table in most large organisations, briefed on strategy rather than setting it. The cost shows up later, in tired propositions, slow growth, and turnarounds that arrive too late. Boards need leaders who can hold a P&L and rebuild a brand at the same time, and treat the two as one job.
Capital decisions are being made against a backdrop of stalled productivity, contested financial regulation, and a generative AI build-out whose macroeconomic payoff is still unproven. Boards need to read the policy weather accurately and price the implications into operating assumptions. The hard part is separating durable structural shifts from cycle noise and political theatre.
Boards and executives operate within governance structures they did not design and often do not fully understand. The rules governing corporate ownership, shareholder power, and financial regulation are products of political bargaining, not economic optimisation. When organisations misidentify the source of a structural constraint – blaming short-termism for problems caused by political uncertainty, or blaming regulation for trends driven by market consolidation – they pursue the wrong remedies and expose themselves to risks they have not diagnosed.
Most large companies still organise around the playbook that built them. The world they compete in now rewards faster cycles, ecosystem partners, and growth engines that sit outside the core. The hard question is no longer whether to transform, but how to run the existing business at full performance while building the next one alongside it.
The largest consumer goods companies spend over a billion dollars annually on product innovation and see no measurable sales return. When retailers grow more powerful and private label erodes margins, the strategies that built a brand’s market position stop defending it. Knowing where to invest and how to negotiate the manufacturer-retailer relationship from strength has become the defining commercial challenge for FMCG leadership.
Most organisations treat new ideas as intellectual problems – to be argued over, refined, and approved before anyone acts on them. That process is not a filter for bad ideas; it is a filter for action. The companies that build new things do not have better ideas. They have better discipline around testing the ones they have.