Research Briefing
AI spending is set to become the primary driver of incremental enterprise tech spend growth, rising from $340 billion in...
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Displaying 1 to 20 of 53 results
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.
Research Briefing
AI adoption is likely to reinforce regional disparities, benefiting major cities while limiting gains in smaller and industrial regions.
Research Briefing
APAC’s interventionist government measures are imposing macroeconomic costs that markets may be underestimating.
Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
More than two-thirds of commodities are expected to record price increases in 2026 as a result of the Iran war...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
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.
