Category: Innovation

banking, Canada, Diplomacy, Innovation, Military, NATO

Canada in the running to headquarter new multinational defence bank

Colin Henderson

Canada in the running to headquarter new multinational defence bank PIPPA NORMANPublished November 13 2025, 4:15AM Banks like this don’t come around too often. Most recently, the New Development Bank and Asian Infrastructure Bank were established in 2015 and 2016, respectively. Similar institutions such as the World Bank Group are set up to mobilize capital to address issues affecting multiple countries. In the case of the DSRB, that issue is an increasingly divided world in which countries all over the world are increasing their defence spending.A handful of institutions, including Royal Bank of Canada, JPMorgan Chase & Co., ING Group … Continue reading Canada in the running to headquarter new multinational defence bank

AI, Business Models, Innovation, productivity

Blackrock Investment themes 2025

Colin Henderson

In listening to Blackrock Jay Jacobs Head of ETF he mentioned the investment themes Blackrock has identified in the context of re-industrialisation of the economy. See below for detail, but the core three are: Mega Force Description & Investment Implications Demographic Divergence Aging populations in developed economies are expected to constrain growth and productivity, while emerging markets with younger populations and expanding middle classes may benefit from higher growth potential[3][5]. Digital Disruption & AI The rapid adoption of artificial intelligence and digital technologies is transforming productivity, business models, and entire industries. BlackRock sees AI as a foundational driver of future … Continue reading Blackrock Investment themes 2025

AI, Infrastructure, Innovation, Microsoft, Middle East, Military, productivity, Progress, Security

Coreweave joins ‘hyperscaler’ group

Colin Henderson

Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

Growth, Innovation

Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.

Colin Henderson

From risk management to strategic resilience March 9, 2022 | Article By Alfonso Natale,  Thomas Poppensieker, and Michael Thun PrintDownload Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience. https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/1230698668&color=%2307254d&inverse=false&auto_play=false&show_user=true DOWNLOADS Article (7 pages) In a volatile world, resilience is an increasingly critical prerequisite for corporate performance. The COVID-19 pandemic has caused a massive shock to public health, with dire human consequences. The crisis has dramatically demonstrated the sensitivity of economies to demand shocks as well as industry vulnerabilities to supply chain disruptions. Furthermore, the pandemic spread in an environment defined by … Continue reading Senior executives at leading companies reveal their commitment to move from defensive risk management to a forward-looking stance based on strategic resilience.

Innovation

The McKinsey guide to getting unstuck

Colin Henderson

Feeling stuck is often frustrating, but it’s a challenge that can be overcome. Unlock the most productive version of yourself with expert advice from CEOs, strategies for leveraging generative AI, and transformative approaches to diversity, career development, fostering purpose in the workplace, and more. How to get out of your own way September 1, 2024 – There are many ways we can be our own worst enemy, but awareness is half the battle. Prioritize holistic health in the workplace to unlock growth August 28, 2024 – Burnout can affect anyone, but it’s particularly common in high-pressure work environments. If this sounds like a common … Continue reading The McKinsey guide to getting unstuck

Innovation, quantum

Taking a Globally Orchestrated Approach to Digital Disruption (Bain Brief)

Colin Henderson

[Bankwatch note] Bain produce a nice overview of emerging digital technologies and how to think about them. —- —- New technologies such as generative AI, quantum computing, and climate technology require unique but complementary managerial muscles. By Laurent-Pierre Baculard, Truc Mai Dupont, and Christian Tooley At a Glance Across industries, senior executives are navigating an increasingly complex landscape moving at ever greater speed—a cycle of continuous disruption. These disruptions, including advances in technology, shifts in market demands, environmental challenges, and geopolitical instability, are interconnected and amplify each other, creating new situations where change can outpace the organization’s ability to adapt. … Continue reading Taking a Globally Orchestrated Approach to Digital Disruption (Bain Brief)

Innovation

Deloitte analysis of 10 years … 4,000 global organizations digital transformation … enterprise value

Colin Henderson

Our analysis of 10 years of financial disclosures from more than 4,000 global organizations reveals where digital transformation actions can increase enterprise value—and, just as importantly, where they can erode it. Digital transformation is on everyone’s agenda. But the hardest part of any transformation is not deciding whether to embark on it; it’s understanding whether you’re seeing distinctive returns on your investment. Organizations often struggle to determine which actions drive the most impact and which investments yield the most enterprise value. We examined which actions can increase the odds of transformation success, and we identified the actions that drive value: … Continue reading Deloitte analysis of 10 years … 4,000 global organizations digital transformation … enterprise value

Innovation

Dual transformation: Optimizing the core and building new businesses

Colin Henderson

August 23, 2024 | Article By Ari Libarikian,  Chris Hagedorn,  Matt Banholzer, and Ryan NguyenShare PrintDownload With the economy still in flux, established companies could potentially unlock and sustain growth by building new businesses while simultaneously transforming the core. DOWNLOADS Article (8 pages) In recent years, the world has experienced significant disruptions to the global economy—with lasting effects. Elevated inflation, though easing in some parts of the world, remains a serious issue, and heightened geopolitical tensions show no signs of dissipating. High interest rates continue for now, and volatile commodity prices also persist. It’s become increasingly clear that these disruptions may not be temporary; rather, they … Continue reading Dual transformation: Optimizing the core and building new businesses

AI, Innovation

How breakout innovations feed growth momentum – McKinsey

Colin Henderson

Article (7 pages) People often speak of industry momentum as if it were a force of nature independent of individual companies’ actions—like the mysterious “ether” scientists once believed filled the universe and allowed light to travel. While demographics and macroeconomic factors outside organizations’ control do contribute to momentum, the trajectory and pace of industry growth very much rely on the innovation efforts of a sector’s constituent businesses. By harnessing technology and creating new offerings or business models, companies can forge new markets and propel new consumption. Our past analyses have shown that roughly 80 percent of a typical company’s growth comes from … Continue reading How breakout innovations feed growth momentum – McKinsey