#CapitalAllocation
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Friday Accountability: Your Project Has a Manager—But Does It Have an Executive Who Owns the Outcome?
A project can be delivered on time and on budget yet still fail to create value. This article examines executive sponsorship, continuation decisions, outcome ownership and why accountability must extend beyond project completion.
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Wednesday Environment Scan: Your 2027 Footprint Plan May Be Using Yesterday’s Cost of Capital—and Yesterday’s Trade Assumptions
A 2027 manufacturing footprint decision now has to account for cost of capital, working capital, supplier origin, rules of origin, trade eligibility and labor compliance—not labor cost alone.
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Thursday Strategy: Four Signals That Should Change the Way Leaders Allocate Capital, Build Supply Chains, Create Value and Execute Strategy
Four strategic signals are converging: a higher cost of capital, a more security-driven USMCA agenda, greater pressure for operational value creation in private equity, and the growing strategic importance of suppliers. Leaders should revisit the assumptions behind their plans now.
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Thursday Strategy: $100 Oil, Tariffs, Expensive Capital and a Changing Global Order Are Testing Your Strategy
Oil above $100, tariffs, expensive capital and shifting global relationships are testing strategy. Strong companies build options before they need them.
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Wednesday Business Environment: AI, China, Energy and Capital Are Rewriting the Operating Landscape
AI infrastructure, China’s export surge, energy costs and capital conditions are converging. Here is what leaders should watch—and what they should do next.
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