Strategy & capital

Decide where you will win.

Clear priorities. Credible economics. The judgment to make difficult tradeoffs and protect the capacity to act.

Strategy

Build a Board That Improves Decisions

The quality of governance becomes visible in the choices a company makes, the assumptions it challenges and the speed with which it responds to contrary evidence.

4 minute read · October 2026
Capital

Cash Is an Operating Discipline

Working capital improves when commercial promises, inventory decisions and payment processes work together. A quarter-end collection campaign reaches only part of the problem.

4 minute read · October 2026
Strategy

Pricing Power Has to Be Earned Again

An executive pricing agenda should connect the customer’s economics with the company’s economics. The strongest price is one the buyer can defend after the purchase.

5 minute read · October 2026
Capital

The New Discipline of Geopolitical Capital

Boards need a view of how political disruption reaches cash, contracts and commitments. A country risk score is only an opening question.

4 minute read · October 2026

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