Firms that view the world through the nexus lens will be able to identify and capture new opportunities for growth, innovation and market share.

The nexus paradigm shift is driven by technopolitical, geopolitical and geoeconomic forces. Structural forces (e.g., climate change, demographic divergence, inflation and growth trends) coincide with these dynamics.

The nexus world is creating a new competitive landscape where firms need deep technical integration across domains to test traditional assumptions and modes of operation, and to navigate the confluence of macro challenges impacting sectors.

Key questions for decision makers include:

• How should corporate strategy evolve to react to and arbitrage sectoral convergences?

• In what domains have traditional assumptions, strategies, modes of operation and partnerships been supplanted through nexus forces?

Our expertise at the intersection of key sectors and macro forces empowers our clients to realise novel commercial opportunities, mitigate risks, and thrive in an increasingly dynamic competitive landscape.

Global real estate investors are keen to enter the AI data centre segment, including through potential partnerships with technology, energy and other companies and stakeholders. Interest stems from the AI-energy-climate nexus, which is increasingly defined by macro factors including the geopolitics of AI and emerging technology, power and grid constraints, as well as the shifting climate and clean energy landscape.

Shipping companies face growing regulatory pressures to upscale the supply of scarce green fuels to meet international and regional climate targets. Ensuring the resilience of green fuel supply chains to geopolitical tensions – given Chinese dominance – and seizing on European and Middle Powers’ industrial policies, will be critical for shipping companies looking to lead on the energy transition and minimise compliance costs.

Logistics firms will need to deploy significant capital to adapt to and mitigate climate-related risks across the supply chain, at the same time as seizing on opportunities from fragmenting trade routes as global supply chains rewire. Partnerships with long-term sources of private capital can finance this deployment, with private capital providers benefitting from diversified returns from infrastructure that are resilient to climate and geopolitical shocks.