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1250 (31-40)
Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
December 15, 2023
32
There will be varying degrees of opinion regarding the success of COP28, the first global stocktake summit after the Paris Agreement (2015). Ultimately, it was fascinating to experience the event considering the backdrop of Dubai and the leadership style of the UAE, a nation with roots in oil but a stated ambition to achieve net zero and increase its renewable energy capacity. [more]
December 13, 2023
33
Thematic:
Two big ideas – geopolitics and corporate uncertainty – pervade all the key themes that we present as our top ten for 2024. We elevate these two mega-themes as they are the key drivers underlying much corporate and investment decision making in the new year. [more]
December 13, 2023
35
Analyst:
Let’s "Swing to the Rate Cut Beat"! - In her recent 2024 outlook report, Faiza Alwy, lead analyst for US Business & Information Services, evaluates how rate sensitive stocks such as consumer credit bureaus and credit rating agencies will fare over the next 12-24 months. [more]
December 11, 2023
39
After a year of ups and downs, there is very little expectation that 2024 will be any easier for the automotive sector. In this video, Emmanuel Rosner, our lead analyst for the US Autos and Automotive Technology sector, highlights key questions he and his global counterparts try to answer in their recent Global 2024 Outlook report. [more]
December 8, 2023
40
Region:
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. We anticipate a modest recession during the winter half to be followed by a gradual recovery from spring onwards. We expect the government to survive the internal quarrels with respect to the 2024 budget, following the constitutional court ruling. Debt brake reform is unlikely in the short run. A cross-party consensus for a Transformation Fund 2.0 might emerge before September regional elections. [more]
37.5.0