Spend time with senior executives today and you hear both confidence and concern. Most are not flying blind. They are thinking seriously about capital cycles, technology transitions, resilience, and long-term value creation, often under far more scrutiny than their predecessors faced.
But many admit that the environment feels harder to interpret. The long term is shifting. Assumptions that sat settled in the background—about energy, demographics, geopolitics, and productivity—are moving at the same time.
