Cut through complexity
Quality research for professionals seeking more than just the headlines
As market movements, geopolitical developments and innovation evolves rapidly around the globe, executives need deep analysis & differentiated perspectives.
Here you will discover sector-relevant insights, integrating short-term commentary with long-term thematic ideas on complex & fast-paced market dynamics to identify competitive advantages, evolving challenges & context to sharpen your perspective on business & market trends.
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Three ways we deliver value in times of change:
Sector focus
Online marketplaces
Ascent of the digital economy: Our world is undergoing dramatic change forcing all of us to think creatively.
The combination of changes in technology, demographics & customer preferences are overturning traditional business models reshaping companies, value chains & entire industries. The companies that fail to adapt will be left behind.
As executives we need to be able to analyse & understand the building blocks of new business models to build & creatively develop value more explicitly. Our ability to do that will play a key role in our success because what has worked for us in the past is less likely to work in the future.
HealthTech & Biotech
A revolutionary approach to the future of healthcare: Changes in technology, demographics & patient preferences are overturning traditional business models reshaping companies, value chains & entire industries.
Advancements at the intersection of innovation & technology are propelling a vast megatrend in the $8 trillion ecosystem.
The space remains at the beginning of a steep trajectory of innovation where the fundamentals are complex & highly fragmented. As executives, we need to analyse the science as well as the strategy to build & creatively develop the technological breakthroughs to advance medicine in the market & develop the next big things in innovation.
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Changing dynamics in private markets
Private markets have evolved having an enormous expansion with huge value creation during the private phase of a company’s life. This has prompted an acceleration of activity in recent years with a significant shift in the dynamics of the capital formation process for companies.
Are we in another tech bubble?
The tech sector has led the bull market over the last 10 years and many are surprised to see tech being the best performing sector during the pandemic. There are a combination of different factors happening simultaneously; there are strong fundamentals, companies are more mature and a structural shift of an acceleration towards tech nascent companies.
European tech landscape: expanding & growing
The European tech landscape continues to broaden and it’s the fastest region of growing venture capital investment. A framework of founders and company builders has been created from the first generation of European tech companies at the same time venture capital in Europe is growing politically.