The So What from BCG

Private equity is under pressure to deliver returns in a tougher environment. Clark O’Niell, BCG’s global lead for AI infrastructure and cyber in the private investors & private equity practice, shares how the smartest investors are using AI to move beyond hype, drive impact at scale, and future-proof their portfolios. It’s about focus over fragmentation—and combining judgment with new tools. 

Learn More: 

Clark O’Niell: https://on.bcg.com/46tTmep 

BCG’s Latest Thinking on Private Equity: https://on.bcg.com/4598Fa5 

IT Spending Pulse: AI Agents and GenAI Reshape Priorities: https://on.bcg.com/4mmjVXG 

The So What from BCG on YouTube: https://www.youtube.com/playlist?list=PLMJgyXjV5gMI9JV-GcF_D1Y6zyf1Eab_0

Rich Lesser, BCG’s global chair, and Martin Reeves, chairman of the BCG Henderson Institute, reflect on the shocks and surprises that shaped the first half of the decade and what they reveal about the future. They explore the traits leaders need today: building trust, staying geopolitically aware, and adopting AI in a people-centered way. 

Learn More: 

Rich Lesser: https://on.bcg.com/4lZrWla 

Martin Reeves: https://on.bcg.com/4lXaAVX 

Winning in the 20s: https://on.bcg.com/4lpe1oo 

Winning the ’20s: A Leadership Agenda for the Next Decade: https://on.bcg.com/40iscDs 

Europe is at a tipping point after years of slow growth. Sylvain Duranton, BCG X’s global leader, explains how countries and companies can work together to simplify regulation, scale innovation, and build a truly unified, competitive Europe. 

Learn More: 

Sylvain Duranton:https://on.bcg.com/3T9QN9b 

Europe’s Business Leaders Are Ready for Action: https://www.linkedin.com/pulse/global-trade-disruption-wake-up-call-europe-boston-consulting-group-lbnhe/ 

BCG’s Center for Geopolitics: https://on.bcg.com/4kJir8K 

The role of the CEO is both powerful and punishing. Christine Barton, BCG’s CEO Advisory lead in North America, explores how to make the job more fulfilling. It starts with clarity of purpose, building the right leadership team, and minimizing activities that are time and energy sinkholes.

Learn More: 

Christine Barton: https://on.bcg.com/4n4CyAk 

BCG’s Insights for CEOs: https://on.bcg.com/4l6jujg 

Moves Only a CEO Can Make: https://on.bcg.com/4kUtpJ2 

Balancing a Dynamic Career and a Rewarding Personal Life: https://on.bcg.com/3TfaYTz 

Justin Manly, BCG’s lead on growth and innovation, explains how businesses can choose the right growth strategy given their aspirations and position in the market. Whether a company is gaining or losing share, in a booming or sluggish industry, profitable growth depends on knowing your starting point. 

Learn More: 

Justin Manly: https://on.bcg.com/4kGYyPH 

BCG’s Latest Thinking on Growth and Innovation Analytics: https://on.bcg.com/4kjTEIB 

BCG’s Latest Thinking on Corporate Finance and Strategy: https://on.bcg.com/3ZeAMlX 

Your Growth Strategy Depends on Your Starting Point: https://on.bcg.com/43YpzZm 

The Vitality Code: How Growth Leaders Master Strategy, Technology, People, and Culture: https://on.bcg.com/4dMKjH1 

Financial analysts were far more prepared than most CEOs for the US tariffs announced on April 2. Analysts, who serve as a proxy for the financial markets, anticipated tariffs would soon be an enormous issue, mentioning the topic 62% more often than did CEOs during Q1 earnings calls. That’s the conclusion of the second edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on almost 4,900 earnings calls worldwide in Q1 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Michael Brigl, Head of BCG’s Central European practice, to discuss how tariffs are likely to have a long-term effect on corporate operations. 

Listen to CEO Radar: https://sponsored.bloomberg.com/immersive-story/the-ceo-radar-q2-2025 

Global trade is entering a new phase marked by unpredictability. Marc Gilbert and Michael McAdoo discuss how companies can respond by building supply chain flexibility, strengthening scenario planning, and enhancing their understanding of geopolitical developments.

Learn More:

Marc Gilbert: https://on.bcg.com/3SpNytS 

Michael McAdoo: https://on.bcg.com/4iQA6Ku 

BCG’s Center on Geopolitics: https://on.bcg.com/3EA5A9A 

There’s Nowhere to Hide as Tariffs Reshape Global Trade: https://on.bcg.com/44RLO47 

How Tariffs Are Shaping Investor Expectations: https://on.bcg.com/4iQA5pU 

The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-powered impact. 

Learn More: 

Aparna Bharadwaj: https://on.bcg.com/4cIKW3V 

In a Multipolar World, the Global South Finds Its Moment: https://on.bcg.com/42UhQLn

BCG on Emerging Markets: https://on.bcg.com/4cMJ9e4

BCG's Center for Geopolitics: https://on.bcg.com/3EA5A9A

[00:00] Aparna's 'So What'

[02:18] The Global South From Its Own Perspective

[04:12] Common Themes In The Global South

[07:43] Climate And Sustainability

[08:47] How Countries Are Navigating Their Own Paths

[11:08] China's Role In The Global South

[13:28] How Leaders In The Global North Can Flip The Narrative

[14:53] Emerging Industries In The Global South

[17:15] The Global South Is A Positive Story

[18:31] The Future Of Global Commerce

[20:21] Advice To Leaders In The Global South

[21:26] The 'Now What'

Nicolas de Bellefonds, BCG’s global AI leader, unpacks the myths, challenges, and real potential of AI agents. They can transform how work gets done if companies stop chasing shortcuts, rethink outdated processes, and prepare for the costs and complexity that come with real change. 

Learn More: 

Nicolas de Bellefonds: https://on.bcg.com/4lr0Dkh 

BCG’s Latest Thinking on AI: https://on.bcg.com/3Y1NHaq 

The CEO’s Workout for Peak AI Performance: https://on.bcg.com/44opFtV 

From Potential to Profit: Closing the AI Impact Gap: https://on.bcg.com/3XZBGSL 

Chapters:

[0:25] Nico’s So What

[1:16] What Are Agents?

[3:57] What Problems Do Agents Solve?

[5:56] How Do Agents Affect Processes?

[7:50] What Should Leaders Focus On?

[9:06] How Do You Start Improving Data and Infrastructure?

[10:24] What Are the Biggest Challenges?

[13:48] What Is Next?

[14:49] How Close Are We to AGI?

[15:43] What Are the Risks?

[17:13] Now What?