Konzept # 19: What we must do to rebuild

Analyst:

Jim Reid, Luke Templeman

Online PDF 5M

The rebuild begins. But how, exactly? This edition of Konzept presents our ideas for how economies, businesses, and societies should rebuild from the pandemic. [more]

COP28: Top 10 takeaways from Dubai

December 15, 2023

Region:

Debbie Jones, Luke Templeman, Punyadip Cheema

Topic:

Sustainability

Analyst:

There will be varying degrees of opinion regarding the success of COP28, the first global stocktake summit after the Paris Agreement (2015). [more]

Top 10 themes for 2024

December 13, 2023

Analyst:

Luke Templeman

Two big ideas – geopolitics and corporate uncertainty – pervade all the key themes that we present as our top ten for 2024. [more]

Outlook 2024: The year of disenchantment?

December 8, 2023

Region:

Banking and financial markets, Economic and european policy, Macroeconomics, Real estate, Sectors and resources

Topic:

Analyst:

Eric Heymann, Heike Mai, Jochen Moebert, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider, Ursula Walther

Focus Germany

The external environment as well as monetary and fiscal policy should provide strong headwinds. Sentiment will likely be dragged lower by the increasingly evident structural problems. [more]

The Race Against Time

December 6, 2023

Region:

Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure

Analyst:

The House View - Snapshot

2023 will be remembered as the year that Artificial Intelligence went mainstream. We are on the brink of an AI revolution that will be one of the most profound developments in generations. [more]

M&A outlook 2024: The recovery begins

December 5, 2023

Region:

Galina Pozdnyakova, Luke Templeman

Analyst:

It has been a brutal two years for dealmaking. Following the M&A boom of 2021, the value and volume of deals remains well below historical averages in the US and Europe. [more]

Semiconductor market: AI boom boosted prices but units sold collapsed

December 1, 2023

Region:

Hermann P. Rapp, Jochen Moebert

Topic:

Digital

Analyst:

Focus Germany

The AI boom has had important implications for the semiconductor market. In particular the logic chips are in high demand. In 2023 surging demand was constrained by shrinking supply. [more]

World Outlook: The Race Against Time...

November 28, 2023

Region:

David Folkerts-Landau, Jim Reid

Topic:

Macroeconomics

Analyst:

In our World Outlook for 2024, we outline how we’ve had a fairly consistent macro narrative over the past 2 3 years and we continue to see this as a classic policy led boom bust cycle that will culminate in a US recession. [more]

E-fuels: Niche solution for passenger cars – high demand in other sectors

November 9, 2023

Region:

Sectors and resources, Sustainability

Topic:

Analyst:

Eric Heymann

Germany Blog

The potential use of synthetic fuels (e-fuels) in the transport sector has been a controversial discussion topic for several years. Both proponents and opponents of e-fuels have arguments on their side. [more]

Where's my AI revolution? Practical ways you can get less chat, more action

November 8, 2023

Region:

Adrian Cox, Galina Pozdnyakova

Analyst:

Artificial Intelligence has been everywhere and nowhere since the launch of ChatGPT a year ago. [more]

PRI Conference: Top 8 takeaways

October 24, 2023

Region:

Debbie Jones, Luke Templeman, Punyadip Cheema

Topic:

Sustainability

Analyst:

Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). [more]

Smart Cities: Investing in the urban future

October 20, 2023

Region:

Hermann P. Rapp, Jochen Moebert

Topic:

Digital, Real estate

Analyst:

Focus Germany

Current advances in AI and a media-savvy generation - in combination with the Internet of Things, edge computing and 5G - provide the opportunity to rethink smart city models such as City 5.0 and soft city. [more]

German industry: Structural change underway

October 19, 2023

Region: