Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Investment
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Displaying 1 to 20 of 111 results
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
We believe that developed market real estate investment trusts (DM REITs) are poised for a sustained period of positive performance...
Research Briefing
Over the last three decades, new data centre construction has surged and there are no signs that growth will abate...
Research Briefing
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added...
Despite inflation and interest rates at levels unseen in three decades, industries continue to invest heavily in software fueled by...
Research Briefing
Our business cycle indicator confirms the economy has improved after getting off to a slow start in Q1. We expect...
Consulting Report
Lending to SMEs by Funding Circle supported a £6.9 billion contribution to UK GDP, sustained over 95,800 jobs, and was...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
The 2024 federal budget projects a steady diet of wider deficits over the next five years, adding new spending only...
Research Briefing
US business investment continues to advance, despite fears it would tumble in 2023 ahead of a widely anticipated recession.
Consulting Report
A new report by Oxford Economics sheds light on the potential costs of restricting competition in the provision of 5G...
Research Briefing
Overall, the downturn in the property sector is much less severe than in some previous cycles, especially for residential property....
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Outside the financial sector, people might be forgiven for dismissing the Sustainable Finance Disclosure Regulation's (SFDR) latest public consultation as...
Research Briefing
Our risk sentiment indicator is now in extreme optimism territory and suggests that equities may be at risk of a...
Research Briefing
Our view is that the flurry of elections across Asia this year generally do not look like high-risk events for...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Consulting Report
This study investigates both the entrepreneurial and the small to medium-sized business (SME) landscapes across the North African region with...
