Strategy, communications & investor engagement for leaders

Tech IPO valuations are soaring as SpaceX, OpenAI and Anthropic reshape markets. We need to think whether ambition, narrative and AI hype are driving sustainable value or a growing bubble.

The 2025 US National Security Strategy marks a clear break from decades of liberal globalisation, placing economic security, supply-chain control and strategic competition at the centre of US policy. This shift makes geopolitical strategy a board-level priority. Companies, investors and governments must reassess how they position themselves to the United States and other major powers. The strategy highlights the need to understand these new expectations, mitigate political and operational risk, and prepare for fragmented supply chains, stricter investment filters and heightened scrutiny. Strategic framing now matters more than ever. How you present your organisation or investments will shape perceptions, reduce exposure, secure trust and unlock future growth.