Major paradigm shifts are now underway in the global economy, focused on the growing impact of today’s major crises.
New Normal Consulting aims to help you identify, and manage, these key changes in the wider landscape that are impacting your business. We are independent and focused on areas where our team has developed high levels of expertise.
DEMAND PATTERNS
Demand patterns are changing due to the impact of ageing populations. Older people already own most of what they need, and their incomes decline as they enter retirement. As a result, Consumer Markets are polarizing between Luxury and Value as the ‘Middle Market’ disappears. Companies and investors need to refocus on becoming demand-led rather than being supply-driven.
RESHORING SUPPLY CHAINS
Geopolitics and tariff wars are disrupting global supply chains. At the same time, changing demand patterns, plus the need to reduce costs and CO2 emissions, are encouraging a move to more ‘local to local’ models. The US tariff war is forcing companies and investors in all the major regions to rethink their business models.
ENERGY SECURITY
The Ukraine and Iran wars are accelerating plans to increase energy security. In turn, new opportunities are emerging as cheaper renewables-based electricity replaces fossil fuels. Robust new supply chains are also needed to support the move from gasoline to Electric Vehicles. And new business models are essential for building out plastics recycling capacity.
EUROPE’S CLEAN INDUSTRIAL DEAL
The global economy is seeing major change as a result of the dual threat from geopolitical conflicts and de-industrialisation. Today’s ageing populations aleady own most of what they need, and so ‘local-for-local’ production is steadily replacing global supply chains.
ADVANCED MANUFACTURING
Many manufacturing operations still operate as they would have done 50, or even 500 years, ago. Yet proven modern technologies are now available that can reduce costs, waste and CO2 emissions, whilst also improving quality. They are safer, greener, faster and cheaper – and will also enable manufacturing to become more flexible in response to today’s changing demand patterns.
FINANCIAL MARKETS
2 decades of central bank stimulus policy have created record levels of debt, and major asset bubbles in housing and stock markets. Today’s ‘AI bubble’ creates a major risk for financial stability, as trillions of dollars are being spent to build out AI infrastructure – without any clear definition of the markets that it will serve or its value proposition.
The support you need to move quickly up the ‘new normal’ learning curve and implement new strategies.
FIND OUT MORE
$10,995 per year
- Monthly report
- In depth macro economic analysis
- Telephone access to experts