Navigating the age of structural uncertainty

We work with professional investors to refine and refresh thinking about the key technologies that will shape and reshape global business.

Our approach is to challenge consensual thinking, torture assumptions, and offer the results of obsessive, multi-sourced research via written briefings and face-to-face brainstorming.

The single most powerful instrument of change in today’s business world, and the one that is creating major uncertainties for a growing universe of companies and opportunities for others, is the advance of mathematical algorithms and their related software.

Fed by huge volumes of live time and stored data, they offer the power to deconstruct and predict patterns and changes in everything from consumer behaviour and jet engine maintenance requirements to fx futures and brain functions. This is shaking out entire industries and creating new ones. We work closely with our clients to map and plot the likely outcomes.

We believe the next decade will be dominated by a struggle for control between two competing and deeply flawed ideologies.

This scene is a troubling one for professional investors. It’s an age of structural uncertainty with a growing dominance of mathematical algorithms and autonomous systems that are only partially understood.

We focus a great deal on how this system of sensors, chips, oscillators, drones, bit barns and satellites is evolving: what it needs, how it works, what aspects of economic activity it is displacing.

And we have found that one of the most fruitful things we do with new clients is lead a small group brainstorming session on site — gloves off, messy, often fractious, and see what emerges to work on.

Latest Briefings

Shenzhen: the next Silicon Valley

In 1986, Toshiba manufactured the first laptop computer in a bid to satisfy Japanese consumers’ needs for space and convenience. It was largely the work of an engineer, Tetsuya Mizoguchi, working on his own steam at the company’s Ome factory, 25 miles outside Tokyo....

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How to solve the Meltdown/Spectre problem

Faster, Faster Tech is Running Wild Three Ways to Build a New Architecture Last summer, a group of Google researchers sent Intel a message warning them of an industry-shaking flaw in their chips. This flaw, which allowed access to 'partitioned' kernel memory, allowed...

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Book Your Free, Informal Consultation

We’ll discuss how we can help you to:

  • Identify any toxic investments that currently exist in your portfolio
  • Pinpoint those companies best positioned to thrive in the current climate
  • Flag up imminent potential risks in the short to mid-term (12 – 24 months)