ESG investing has reached a more sustainable equilibrium after the boom and backlash. The marketing category has receded; the substantive integration of environmental and social factors into investment has continued. Understanding the difference matters.
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US-Iran-Israel conflict reshaping global energy: Brent at $85-115, LNG spot prices spiking, insurance tripled. Five actions business leaders must take now.
India’s pharma ascension: 20% of global generic drugs, 40% of US generic approvals. But 70% API import dependence on China defines the next decade.
Healthcare Cybersecurity Crisis: Why Hospitals Are Under Attack and What Boards Must Do
Healthcare cyber crisis: 500+ ransomware attacks in 2024. Change Healthcare paid $22M ransom. Five board-level priorities hospital leadership must address.
Longevity economy: $27B invested since 2020. Altos Labs, Retro Biosciences, Calico shaping the category. ARPA-H commits $2.5B.
Value-based care crosses 50% Medicare Advantage penetration. Five forces rewriting healthcare business models — payers, providers, employers.
AI drug discovery: $50B in Big Pharma partnerships since 2022. Insilico, Recursion, Isomorphic compressing pharma timelines from decade to 18 months.
GLP-1 disruption beyond pharma: 12M Americans on Ozempic. Five industries — food, insurance, healthcare, consumer goods, telehealth — reshaped.
How D2C Brands Are Beating Legacy Retailers at Their Own Game — And Where the Model Is Breaking
The era of easy D2C success on cheap social ads is over. Customer acquisition costs have soared, retention has disappointed, and legacy retailers have caught up. What’s actually working for D2C brands in 2026 — and what has stopped.
China Plus One has moved from hedging strategy to defining principle of global supply chain design. With US tariffs hitting Vietnam, Thailand, and Malaysia, companies face a more comprehensive challenge — building resilience across many geographies.
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