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Sectors

Intelligence tuned to how your industry makes money.

Political and policy risk looks different to an infrastructure investor than to a technology company. We organise our work around the exposures that define each sector.

01

Energy and natural resources

Oil and gas, power, renewables and mining face resource nationalism, licensing risk, transition policy and security threats to remote assets.

Typical questions: fiscal terms, licensing, local content, energy transition policy, critical minerals, asset security.

02

Financial services and investors

Asset managers, private equity, banks and insurers need to price political and policy risk into portfolios, credit and underwriting.

Typical questions: sovereign risk, sanctions exposure, portfolio stress testing, regulatory change, investment screening.

03

Technology and telecommunications

Technology companies face export controls, data localisation, content regulation and industrial policy that differ sharply by market.

Typical questions: export controls, semiconductor policy, data governance, AI regulation, market access.

04

Infrastructure and logistics

Long-lived assets and cross-border routes are exposed to contract renegotiation, permitting, chokepoints and conflict.

Typical questions: concession risk, public-private partnerships, shipping routes, permitting, tariff policy.

05

Industrial and manufacturing

Manufacturers must navigate supply chain concentration, trade restrictions, subsidies and shifting production incentives.

Typical questions: supply chain resilience, reshoring and friend-shoring, tariffs, subsidy regimes, labour policy.

06

Healthcare and life sciences

Pricing policy, regulatory approval, procurement and supply security vary widely and are highly political.

Typical questions: drug pricing, market authorisation, public procurement, supply security, health system reform.

07

Agriculture and food

Food systems are shaped by trade policy, export restrictions, climate shocks and subsidy politics.

Typical questions: export bans, commodity policy, land and water governance, climate adaptation, food security.

08

Government and development

Public institutions, development finance institutions and foundations need independent research and evaluation to inform policy and programmes.

Typical questions: policy design, programme evaluation, political economy analysis, stakeholder mapping.

Your sector, your exposure, our analysis.

Tell us what you need to decide. We will respond within one business day with how we would approach it.

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