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Curious side effect to pandemic?

20. September 2021
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then? [mehr]

Weitere Dokumente von Luke Templeman

86 (25-36)
26. Oktober 2020
26
The trend towards 'localisation' leaves few easy options for large companies. Their huge advantage from global supply chains and businesses, built up during the last few decades of globalisation, may unwind unless they adapt to local- or multi-local business models. The urgency to adapt has been turbocharged by covid-19. [mehr]
18. September 2020
28
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [mehr]
16. September 2020
29
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [mehr]
26. Juni 2020
33
Machine learning, with all of their processing power, they’re able to more quickly highlight or find patterns in big data that would have otherwise been missed by human beings. Machine learning is a tool that can be used to enhance humans’ abilities to solve problems and make informed inferences on a wide range of problems, much wider than financial services for example helping diagnose diseases to coming up with solutions for global climate change. [mehr]
17. Juni 2020
34
Unser persönliches, geschäftliches, gesellschaftliches und wirtschaftliches Leben beginnt sich zu verändern. Diese Ausgabe von Konzept untersucht 20 Lebensbereiche, die nach Covid-19 nicht mehr so sein werden wie zuvor. Viele schwierige Fragen sind zu beantworten - von der Arbeit im Homeoffice über die dramatischen Auswirkungen auf die Wirtschaft bis hin zur Finanzierung der gigantischen Konjunkturmaßnahmen. Das globale Gesundheits- und Wirtschaftsumfeld ist nach wie vor hochgradig unsicher. Angesichts dessen ist die Art und Weise, wie wir die Probleme verstehen ebenso wichtig wie die Art und Weise, wie wir sie angehen. [mehr]
4. Juni 2020
36
While history shows us that it can take over two years for an aviation demand shock to return to normal, many people now forecast a permanent drop in travel, particularly for business. We argue business and personal travel will remain, however, the way people book will change the transport industry. [mehr]
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