Research

Resilient Base, Recovery Paced

Australia's economic recovery is expected to continue in 2021, helped by lower virus incidence and sustained policy support.

Research

The Rise of S

The industry landscape is being redefined by rising investor expectations around sustainable mining. Although recent ESG debates have been dominated by the "E" (environmental) like decarbonisation, climate targets, and emissions, the "S" (social) is increasingly in focus.

Research

Digital Transformation’s New Urgency in the Era of COVID-19

The COVID-19 pandemic and social distancing have ushered in a new urgency for technology adoption that may last well past the pandemic. A look at how a new focus on digital transformation may signal opportunities for IT Services.

Research

For Investors, Is 5G Living Up to the Hype?

Investors have had mixed reactions to the 5G rollout worldwide, but an analysis of early-adopter markets suggests that 5G is surpassing expectations. Here are 5 key takeaways.

Research

Election 2020: Road Rules for Investors

Elections have consequences, but they may not be immediately clear to markets. A look at the risks and opportunities in 4 possible U.S. election outcomes.

Research

The Return of Inflation

Inflation expectations collapsed as the Great COVID-19 Recession (GCR) began and the demand for goods and services tumbled, but the recession should give way to a new cycle, one in which inflation will likely return.

Research

Banks and Climate: Tides of Change

Transitioning to a sustainable economy is becoming the defining issue of the next cycle for banks. European banks have already committed to roughly €1 trillion of sustainable financing for the economy into 2025.