Goldman Sachs’ David Solomon on Adapting to Disruption
Goldman Sachs CEO David Solomon said the U.S. economy benefits from ongoing fiscal stimulus, bipartisan support for spending and a deregulatory tilt, which together create a resilient market backdrop. He noted that large firms are pouring money into AI infrastructure, but the tangible productivity gains won’t materialize until 2027‑28 as firms re‑engineer core processes. Solomon also highlighted Goldman’s internal overhaul—launching the OneGS cultural program and refocusing on its historic strengths in banking, markets, and wealth management—which helped lift revenue from $36 billion in 2019 to $60 billion today. The CEO stressed that flattening headcount while boosting AI efficiency can drive earnings growth without sacrificing multiples.
Australia’s AI Moment: Building Asia–Pacific’s Compute Hub
McKinsey projects AI could generate up to AU$6.8 trillion (US$4.5 trillion) in global economic value, with Australia poised to capture a share by becoming an Asia‑Pacific compute hub. To meet projected AI‑driven demand, the country would need to expand data‑centre capacity from...
Beyond $1 Trillion: The Next Chapter for Insurance and Private Capital
McKinsey’s latest report shows global insurance firms now hold over $1 trillion in private‑capital assets, driven by low‑interest rates and a push for higher returns. The study outlines three growth pathways: deeper allocation to private equity, expansion into private debt, and...
Managing Geopolitical Value at Stake to Seize Opportunities While Mitigating Risk
McKinsey’s latest insight urges corporations to quantify the geopolitical value at stake and embed risk mitigation into core strategy. The report outlines a four‑step framework—mapping exposure, scenario planning, resilient operating models, and continuous monitoring—to turn geopolitical turbulence into measurable opportunity....
A Commercial Breakthrough for Commercial Aerospace Suppliers
Aviation suppliers are shifting from relying on new aircraft programs to extracting growth from commercial execution on existing platforms. With few new single‑aisle launches expected before 2034, OEMs are prioritising capacity, price, and contract economics, prompting suppliers to win more...
Paving the Road for AI Agents: Interview with Factory CEO Matan Grinberg
Factory CEO Matan Grinberg outlines his company’s strategy to commercialize autonomous AI agents that can execute complex tasks across enterprise workflows. He highlights recent product releases that integrate large‑language models with real‑time data APIs, enabling agents to retrieve, analyze, and...
State of Food & Beverage: The Choices CPG Leaders Can Make to Renew Growth
The consumer packaged goods (CPG) sector is experiencing a rapid acceleration in value erosion, driven by inflation‑linked price pressures and shifting consumer tastes. Executives are urged to remodel product portfolios, sharpen brand value propositions, and fully exploit technology and artificial...
The Quiet Enabler: Data Management Best Practices for APS Deployments
Data management has evolved from a back‑office cleanup task to a strategic capability that underpins Advanced Planning and Scheduling (APS) initiatives. Implementing robust data practices at the outset of an APS rollout accelerates value realization and improves planning accuracy. Core...
How European Organizations Can Treat Skills as a Strategic Priority
European firms are increasingly viewing workforce skills as a core strategic asset rather than a peripheral HR issue. A McKinsey analysis shows that skill gaps cost the region roughly €300 billion a year, prompting CEOs to embed skill planning into corporate...
Designing an End-to-End Technology Workforce for the AI-First Era
CIOs are overhauling technology organizations to thrive in the AI‑first era, balancing cost cuts, innovation, and geopolitical risk. They must redesign hiring practices, reskill staff, and renegotiate vendor contracts to extract real ROI from agentic AI. Top‑performing firms already involve...
Brilliant Moves: Coffee with United Airlines CEO Scott Kirby
United Airlines CEO Scott Kirby says the carrier is operating like a five‑year‑old startup inside a century‑old airline, using the pandemic as a catalyst to reset culture and technology. He emphasizes radical transparency with passengers and a hiring model that...
Preparing for Ukraine’s Reconstruction by Reducing Risk for Private Funding
Ukraine faces a massive reconstruction task estimated at $300 billion. McKinsey argues that unlocking private capital will require systematic risk‑reduction tools such as sovereign guarantees, insurance pools, and blended‑finance structures. The firm proposes a dedicated reconstruction fund, streamlined procurement, and a...
Growth in the Era of Intentional Shoppers: Beyond Omnichannel Grocery in Latin America
McKinsey’s latest study shows Latin America’s grocery market is being reshaped by a surge of intentional shoppers who prioritize health, sustainability and price transparency. Digital channels now account for roughly one‑third of total grocery spend, while brick‑and‑mortarestill handles about 60%...
Economic Conditions Outlook, March 2026
McKinsey’s March 2025 Global Survey shows respondents now view trade‑policy shifts and geopolitical instability as equally disruptive to the world economy, a departure from earlier quarters where geopolitics dominated. Nearly seven‑in‑ten executives anticipate a recession, with demand‑led slowdown seen as the...
COO Excellence: The Next Generation of Leadership
The chief operating officer role is rapidly evolving from a traditional operational manager to a strategic partner that translates corporate vision into execution. McKinsey’s COO Excellence initiative reveals that 40% of CEOs appointed in 2024 previously served as COOs or...
