Market note
Agentic workflows and the business landscape
What changes when work is carried out by a system rather than a queue of people, and which parts of a business model that actually touches.
Read the note →Insights
Notes from the research desk
One market note is published below: what agentic workflows change about the way businesses in this region are run. Three method, property and diligence notes follow.
Published
Forthcoming
Method
When a secondary data study is the wrong instrument
Secondary research is cheaper and faster, and it is still wrong for some questions. This note covers the four cases where primary work is the only defensible answer, and what to do instead.
Property
Reading absorption data without over-reading it
Project absorption figures are quoted constantly and interpreted rarely. A practical guide to the distortions that make a strong-looking number a weak signal.
Diligence
What a diligence brief should ask before the first call
The questions that determine whether research is worth commissioning at all. Written for the investment committee, not the analyst.
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