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1215 (91-100)
April 11, 2023

AI & The Five Ws: Why, What, Who, When, Where?

Region:
International
Podzept (Podcast series)
Analyst:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Listen Audio 11M
Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors. [more]
April 6, 2023

European banks: Solid fundamentals

Region:
Europe
Talking Point
Topic:
Banking and financial markets
Analyst:
Jan Schildbach
Online PDF 101k
Recent wobbles in US and European banking markets have been triggered by idiosyncratic issues at some institutions and broader uncertainty about the impact of central banks’ monetary tightening. However, capital and liquidity levels of the banking industry in Europe continue to be very robust. In addition, asset quality and profitability are the strongest since the financial crisis 15 years ago. Nevertheless, the market tensions are likely to result in banks tightening lending conditions for the private sector further and they could fuel discussions about the effectiveness and potential adjustments of some regulations. [more]
March 31, 2023

Energy Transition Monitor #1 – what, when and how

Region:
Germany
Germany Blog
Topic:
Economic and european policy, Sectors and resources
Analyst:
Eric Heymann, Marion Mühlberger
PDF 461k
In the first edition of our Energy Transition Monitor, we take stock of the current speed of renewables rollout, e-car uptake, heat-pump installations, and energy infrastructure build-up (e.g., regarding hydrogen) in Germany. We then analyse existing bottlenecks for reaching envisaged targets for 2030. Finally, we provide an update of current policy action aimed at mitigating those bottlenecks, both at the EU and national level, and potential implications of these policy measures on investment spending (private and public). [more]
March 27, 2023

Video: Intraday seasonality

Region:
International
dbInSights - public
Analyst:
Blaz Zlicar, Rohini Grover
Watch video 
In a new report Rohini Grover, FX and Blaz Zlicar, QIS revisit intraday seasonality in currency markets, combining fundamental with quantitative analysis, and providing fresh insights into origins and statistical robustness of this market anomaly. Their results have implications for both intraday execution and development of standalone alpha strategies. Stay tuned for further insights on the topic, in the meantime watch this video. [more]
March 21, 2023

AI & The Five Ws: Why, What, Who, When, Where?

Region:
International
Thematic Research
Analyst:
Adrian Cox, Marion Laboure
PDF 2M
Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]
March 21, 2023

Reshoring's impact on markets and economies

Region:
International
Podzept (Podcast series)
Analyst:
Luke Templeman, Olga Cotaga
Listen Audio 24M
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]
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