We continuously update this strategic assessment of Geopolitical, Technological and Cyber issues and recommended strategic actions for leadership.

Overall Assessment

The global economy experienced slowdowns in 2022-2023, then in the final months of the year has shown signs of strength in the U.S. and other key open societies. Globally there are still looming recessionary threats. Yet, the strengths that emerged from U.S. markets and unemployment figures and what seems to be a decline in inflation are giving rise to more hope. Central banks, including the Federal Reserve, are signaliing it is time to start reducing interest rates as price rises indicate inflation is calming a bit (global inflation is at 5%, in the US officially lower, but still seems painful to average consumer). See: Strategic Transition.

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Geopolitical Trends

Great power competition introduces new corporate risks, from supply chain disruptions to cyber threats. This competition extends to resources like food, water, and rare-earth elements, with heightened risks surrounding global computer chip supply.

Russian Invasion of Ukraine: Russia’s aggression against Ukraine prompts global repercussions on supply chains and cybersecurity. This act highlights potential threats from nations like China and could shift defense postures, especially in countries like Japan. See: Russia Threat Brief

Israel and Gaza: The horrors of war in the region are also giving rise to uncertainty in markets, but for now it seems the war will not spread throughout the Middle East. There were many initiatives between Israel and Arab/Persian nations that have been stalled due to the war.

Economic Weakness in China: China’s economy faces dim prospects exacerbated by disasters, COVID-19, and geopolitical tensions. Amid limited financial transparency, some indicators suggest China’s economic growth is severely stunted, impacting global economic stability. See: China Threat Brief

Networked Extremism: The digital era enables extremists worldwide to collaborate, share strategies, and self-radicalize. Meanwhile, advanced technologies empower criminals, making corruption and crime interwoven challenges for global societies. See: Converging Insurgency, Crime and Corruption

Food Security and Inflation: Food security is emerging as a major geopolitical concern, with droughts and geopolitical tensions exacerbating the issue. Inflation, directly linked to food security, is spurring political unrest in several countries. See: Food Security

Demographic Time Bomb: Industrialized nations face demographic challenges, with a growing elderly population outnumbering the working-age demographic. Countries like Japan and China are at the forefront, feeling the economic and social ramifications of an aging society. See: Global Risks and Geopolitical Sensemaking

Technology Trends

Technology Convergence and Market Disruption: Rapid advancements in technology are changing market dynamics and user expectations. See: Disruptive and Exponential Technologies.

The New Tech Trinity: Artificial Intelligence, BioTech, Quantum Tech: Will make monumental shifts in the world. This new Tech Trinity will redefine our economy, both threaten and fortify our national security, and revolutionize our intelligence community. None of us are ready for this. This convergence requires a deepened commitment to foresight and preparation and planning on a level that is not occurring anywhere. The New Tech Trinity.

The Revolution in Biology: This post provides an overview of key thrusts of the transformation underway in biology and offers seven topics business leaders should consider when updating business strategy to optimize opportunity because of these changes. For more see: The Executive’s Guide To The Revolution in Biology

Quantum Computing and Quantum Sensemaking: Quantum Computing, Quantum Security and Quantum Sensing insights to drive your decision-making process. Quantum Computing and Quantum Security

AI Discipline Interdependence: There are concerns about uncontrolled AI growth, with many experts calling for robust AI governance. Both positive and negative impacts of AI need assessment. See: Using AI for Competitive Advantage in Business.

Benefits of Automation and New Technology: Automation, AI, robotics, and Robotic Process Automation are improving business efficiency. New sensors, especially quantum ones, are revolutionizing sectors like healthcare and national security. Advanced WiFi, cellular, and space-based communication technologies are enhancing distributed work capabilities. See: Advanced Automation and New Technologies

Emerging NLP Approaches: While Big Data remains vital, there’s a growing need for efficient small data analysis, especially with potential chip shortages. Cost reductions in training AI models offer promising prospects for business disruptions. Breakthroughs in unsupervised learning could be especially transformative. See: What Leaders Should Know About NLP

Rise of the Metaverse: The Metaverse, an immersive digital universe, is expected to reshape internet interactions, education, social networking, and entertainment. See Future of the Metaverse.

Bitcoin’s Momentum: Bitcoin seems unstoppable due to solid mathematical foundations and widespread societal acceptance. Other cryptocurrencies like Ethereum also gain prominence. The Metaverse’s rise is closely tied to Ethereum’s universal trust layer. See: Guide to Crypto Revolution

Materials Science Revolution: Room-temperature ambient pressure superconductors represent a significant innovation. Sustainability gets a boost with reprocessable materials. Energy storage sees innovations in solid-state batteries and advanced supercapacitors. Smart textiles pave the way for health-monitoring and self-healing fabrics. 3D printing materials promise disruptions in various sectors. Perovskites offer versatile applications, from solar power to quantum computing. See: Materials Science

Cyber Risks

Corporate Board Accountability for Cyber Risks: With a combination of market forces, regulatory changes, and strategic shifts, corporate boards and directors are now accountable for cyber risks in their firms. See: Corporate Directors and Risk

Geopolitical-Cyber Risk Nexus: The interconnectivity brought by the Internet has caused regional issues that affect global cyberspace. Every significant event has cyber implications, so leaders must recognize and act upon the symbiosis between geopolitical and cyber risks. See The Cyber Threat

Ransomware’s Rapid Evolution: Ransomware technology and its associated criminal business models have seen significant advancements. This has culminated in a heightened threat level, resembling a pandemic’s reach and impact. Yet, there are strategies available for threat mitigation. See: Ransomware, and update.

Challenges in Cyber “Net Assessment”: While leaders have long tried to gauge both cyber risk and security, actionable metrics remain elusive. Current metrics mainly determine if a system can be compromised without guaranteeing its invulnerability. It’s imperative not just to develop action plans against risks but to contextualize the state of cybersecurity concerning cyber threats. Despite its importance, achieving a reliable net assessment is increasingly challenging due to the pervasive nature of modern technology. See: Cyber Threat

Recommendations for Action

Decision Intelligence for Optimal Choices: Numerous disruptions complicate situational awareness and can inhibit effective decision-making. Every enterprise should evaluate its data collection methods, assessment, and decision-making processes – for more insights: Decision Intelligence.

Proactive Mitigation of Cyber Threats: The relentless nature of cyber adversaries, whether they are criminals or nation-states, necessitates proactive measures. Remembering cybersecurity isn’t solely the IT department’s or the CISO’s responsibility – it’s a collective effort involving the entire leadership. Relying solely on governmental actions isn’t advised, given its inconsistent approach toward aiding industries in risk reduction. See: Cyber Defenses

The Necessity of Continuous Vigilance in Cybersecurity: The consistent warnings from the FBI and CISA concerning cybersecurity signal potential large-scale threats. Cybersecurity demands 24/7 attention, even on holidays. Ensuring team endurance and preventing burnout by allocating rest periods are imperative. See: Continuous Vigilance

Embracing Corporate Intelligence and Scenario Planning in an Uncertain Age: Businesses also confront unpredictable external threats besides traditional competitive challenges. This environment amplifies the significance of Scenario Planning. It enables leaders to envision varied futures, thereby identifying potential risks and opportunities. Regardless of size, all organizations should allocate time to refine their understanding of the current risk landscape and adapt their strategies. See: Scenario Planning

Track Technology-Driven Disruption: Businesses should examine technological drivers and future customer demands. A multidisciplinary knowledge of tech domains is essential for effective foresight. See Disruptive and Exponential Technologies.

Planning for a Continuous Pandemic Landscape: COVID-19’s geopolitical repercussions are evident, with recent assessments pointing to China’s role in its spread. Regardless of the exact origins, the conditions that allowed COVID-19 to become a pandemic persist today. Therefore, businesses must be prepared for consistent health disruptions, implying that a substantial portion of the workforce might always operate remotely, even though face-to-face interactions remain vital for critical decisions. See: COVID Sensemaking

The Inevitable Acceleration of Reshoring and its Challenges: The momentum towards reshoring, nearshoring, and friendshoring signals a global shift towards regional self-reliance. Each region will emphasize local manufacturing, food production, energy generation, defense, and automation. Reshoring is a complex process, with numerous examples of failures stemming from underestimating intricacies. Comprehensive analyses encompassing various facets, from engineering to finance, are essential for successful reshoring endeavors. See: Opportunities for Advantage