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The Future of Work – Learning from Sport Part II. Better together

17. November 2022
The 2022 FIFA World Cup in Qatar is about to start, so it is a good time to reflect on the relationship between the sporting world’s Greatest of All Time and remote work. The increasing popularity of remote work has disrupted traditional models of business and employment. There are shifting views of what work will look like in the future, so it is a topic that cannot be ignored. But, to make the most out of flexible remote work now, workers can learn from top athletes. [mehr]

Weitere Dokumente zum Thema "International"

387 (109-120)
20. Dezember 2021
109
2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve. [mehr]
20. Dezember 2021
110
Asian markets have been much more resilient than the other emerging markets of Central and Eastern Europe Middle East and Africa (CEEMEA) and Latin America in 2021. Whether this endures in 2022 will be determined by whether US equities can withstand the Fed raising rates (tightening), renminbi stability can continue, and benign inflation in Asia can last. [mehr]
20. Dezember 2021
111
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [mehr]
17. Dezember 2021
112
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom. [mehr]
6. Dezember 2021
115
Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022. [mehr]
22. November 2021
119
Seit der September-Ausgabe unseres Weltwirtschaftlichen Ausblicks hat sich herausgestellt, dass der Inflationsdruck deutlich stärker und dauerhafter ausfällt als von Zentralbanken und Anlegern erwartet. Weitreichende Lieferprobleme fallen mit einem unerwarteten Energiepreisschock zusammen. In einigen Sektoren kommt noch struktureller Lohndruck hinzu. Daran dürfte sich in nächster Zeit nichts ändern und im kommenden Jahr könnten noch weitere Faktoren eine Rolle spielen. [mehr]
16. November 2021
120
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [mehr]
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