While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
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Displaying 1 to 20 of 45 results
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
We estimate inbound arrivals to the Middle East could decline 11-27% y-y in 2026 as a result of the conflict.
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
A gold medal at the 2026 Winter Olympics is estimated to be worth around US$1,938, almost three times its value...
Research BriefingWhitepaper
Frontier sectors are central to the UK’s Industrial Strategy. Our latest research reveals where growth is concentrating, and what leaders...
As confidence of the US’ role as the anchor of the international order weakens, our long-term Global Rebalance scenario explores...
Gulf cities are betting big on AI. With billions of dollars in planned investment and megawatts of capacity in the...
Research Briefing
We expect economic growth to strengthen in the Gulf Cooperation Council region in 2026. In contrast, growth in Turkey will...
Research Briefing
Trade restrictions, increasing competition in higher value-added industries, and elevated AI investment will push cities onto different growth paths.
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Research Briefing
US exceptionalism is alive and well, and that won't change in 2026.
Research Briefing
Prospects appear solid for global industry in 2026, but activity is set to remain regionally and sectorally divergent.
Research Briefing
We think 2026 will be another challenging year for the UK economy – our GDP growth forecast of 1% is...
Research Briefing
We expect the Eurozone economy to gain momentum in 2026, but without a strong policy boost, its economic growth will...
Research Briefing
We modelled how advanced-economy leadership in innovation and finance could accelerate a global low-carbon transition.
Research Briefing
Unemployment is rising and wage growth is declining for young adults, which could have a long-term scarring impact. Weak labor...
Looking ahead, we anticipate a modest contraction in 2026 for aggregate commodity prices, with US natural gas and precious metals...
Research Briefing
The UK’s productivity performance has been lacklustre since the 2008 global financial crisis—both historically and relative to its international peers.
Research Briefing
The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.
