Four guiding principles to navigate a new uncertain environment

The world has changed so profoundly that even the rhythm of the year is not what it used to be. The summer break isn’t a true break any longer — a good summer these days is one that goes by without a major global crisis.

But there is always a lot going on, and our hyperconnected world makes it impossible not to keep paying attention. Since the start of the year, we have all been relentlessly focused on a series of important issues: tariff negotiations, inflation and employment data, concerns about Fed independence, geopolitical tensions both acute and simmering, and ever greater advances and investments in AI.

As we enter the final stretch of the year, it’s the right time for a reset, the natural juncture to refocus on the business challenges ahead and how we intend to tackle them.

For