Research Briefing
Related Reports Click here to subscribe to our asset management newsletter and get reports delivered directly to your mailbox
Research Briefing
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 2286 results
Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Research Briefing
We expect a continuity of AMLO's policies, but Sheinbaum's ability to pass constitutional reforms with a supermajority in Congress and...
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...
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
Related Services Australia Macro Service Discover Australia’s economic outlook with our expert forecasts and analysis. Stay informed on key trends...
Research Briefing
The conversion of underutilised low-grade office stock to residential dwellings is pushed as a carbon effective path to boosted housing...
Research Briefing
The approvals lead for non-residential building continues to soften, with March quarter 2024 maintaining the recent downward trend in project...
Research Briefing
The most predictive near-term leads suggest net overseas migration (NOM) to Australia will hold near a record level for FY2024. We have conservatively revised upwards our expectation for NOM to 485,000 (+90,000).
Research Briefing
The 2024/25 Federal Budget delivered little to shift the outlook for building construction, although there was modest movement connected to...
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
This Research Briefing summarises our four scenarios for the general election that will take place in South Africa on May...
Research Briefing
UK prime minister Rishi Sunak has announced that a general election will take place on July 4. While there are...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
