Insights

Industry briefs for the decisions in front of you

Each brief reads a sector's results, policy and market signals, and turns them into the decisions worth testing. Summaries are open to everyone; full briefs are included in both plans.

Aged careCompliance, cost and the AI curveOctober 2026

Homes are 95% full, yet most operators lose money: the evidence a provider keeps for the regulator now also decides part of its funding.

Funding now follows evidenced care minutes
Money is moving from new beds to existing homes
AI's safe first job is better records, not fewer staff

Refresh due January 2027 · Industry-level findings only

Download the full briefIncluded in both plans

IT managed servicesAI, diversification and consequencesOctober 2026

Growth in managed IT is being bought rather than built, and AI is arriving through procurement and infrastructure before it shows up in services revenue.

Consolidators buy the peers whose profit lags
Vendor changes are the biggest profit risk
Few providers report what AI does for their clients

Refresh due February 2027 · Industry-level findings only

Download the full briefIncluded in both plans

In preparation

Next in the catalogue

Accounting and advisory
Engineering consultancies
Private health providers
Food and agribusiness manufacturing