Landfall Strategy Group was founded by David Skilling in Singapore in 2011 and is now based in the Netherlands.

We advise firms and investors on how to understand and position for the emerging global economic and geopolitical context, to capture value and manage risks. 

The global system is transitioning from a post-WWII set of global arrangements and also from post-Cold War policies and norms around economic policy and globalisation.  This structural shift from the market state to state capitalism has been underway for over a decade, and the pace of change is accelerating.  This will reshape trade and capital flows, monetary and fiscal policy, economic structure and dynamics, and more.

We believe that this regime change will a first-order driver of commercial and financial returns over the next decade and beyond.  Periods of regime change generate substantial new opportunities, as well as risks and challenges, leading to a broader distribution of returns.

We add substantial value to our clients by providing distinctive advice on understanding and positioning for regime change: providing non-consensus insights on the implications of structural economic, policy, and geopolitical dynamics; converting this into actionable advice; and with a track-record of being consistently ahead of the curve on important issues. 

Our structural analysis of the regime change underway provides a distinctive basis for anticipating economic and geopolitical developments, and to identify material exposures and implications.  We distinguish between signal and noise and isolate what matters.  This allows firms and investors to make better strategic decisions with greater confidence.

We also have distinctive expertise in developing economic strategy in small advanced economies, helping governments to position their economies in a changing global economic and geopolitical context.  Two decades of proprietary small economy research and advice provides a deep understanding of the specific dynamics and exposures of small advanced economies. 

For more on how we provide these services to our clients, see Our Services.