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.
Eight instruments. One record.
A reading, compressed to a single band you can read at a glance.Each cell is a structural dimension, shaded by score against the market. It is the recurring signature of a reading, the shape a business takes on one line. One business, in one glance.
Every instrument reads from the same governed record and deepens it in return. Buy one, and the others get sharper. Specimens live in The Readings.
Market Intelligence
The whole market read and every company positioned within it, published as a product in its own right.
Business Strategy Intelligence
The structural reading of a single business, inferred from the outside before any access is granted.
Commercial Intelligence
Engagement, pipeline and value intelligence, computed from the record rather than reported from opinion.
M&A Structural Advisory
Targets, fits and combined-entity readings, with the transaction logic priced before the deal moves.
Portfolio Structural Health Monitor
Every holding read continuously, so portfolio drift is caught before the quarterly pack shows it.
Predictive Intelligence Dashboard
The forward view: trajectories, scenario transitions and early warnings, logged against outcomes.
Regulatory Intelligence
Filings and regulatory signals read structurally and tied to the dimensions they inform.
Vendor Technology Intelligence
The vendor ecosystem mapped and scored, so technology choices stand on evidence.
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.
The whole reading, dimension by dimension, against the market.Nine small charts, one per structural dimension, each placing the business in gold against the market band. The complete picture, nothing aggregated away. The full reading, laid open.
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.
Where does a business stand in its market, dimension by dimension?Each column is the subject's percentile within the cohort, against the median at the fiftieth. Above the line it leads the market; below it, it trails. Standing, made precise.
The framework applied to a whole market. Every carrier assessed, classified, and ranked. Aggregate findings quantified. Released cohort by cohort.
Blueprint Two & CDR v3.3 – Treaty Reinsurance
The Core Data Record v3.3 extends the placing standard to treaty reinsurance. 47 new fields. Three computational sections. Full analysis of the vendor gap, Five Forces implications, and forward trajectory.
London Market Structural Assessment 2026
The specialty market assessed against the Architectural Formula. Three scenarios identified. GBP 1.2Bn to 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.