The theory, the commentary, the research.
Three surfaces of a single body of work. The proprietary framework that reads a market structurally; the continuous commentary on the forces reshaping it; the published research it produces.
A Universal Theory of Business Strategy
A proprietary analytical framework that closes a loop the canonical strategic literature — Porter, Barney, Christensen, Wardley, and eighteen further frameworks — could not complete. It reads a business structurally, classifies its trajectory, and produces falsifiable predictions that can be tracked against real evidence over time.
Live reading of the five forces reshaping the market.
Every significant commercial, regulatory, and technological development in the London specialty market — read through the framework and filed to the force it bears on. Updated continuously.
Published market assessments.
The framework applied to a whole market. Every carrier assessed, classified, and ranked. Aggregate findings quantified. Released cohort by cohort.
London Market Structural Assessment 2026
Sixty-eight specialty carriers assessed against the Architectural Formula. Three scenarios identified. £1.2Bn – £2.1Bn in aggregate recoverable value quantified. Personalised Carrier Diagnostic available to assessed carriers.
US Excess & Surplus Structural Assessment 2026
The same framework applied to the US E&S cohort. Publication imminent; release will be announced via subscription and on the Commentary grid above.
Global P&C & Europe Cohort Assessments
Sequential cohort releases scheduled across 2026. Each cohort applies the full framework, produces a published aggregate, and unlocks personalised Carrier Diagnostics for the carriers within it.