A snapshot from our investment banking experts and research analyst teams who provide daily deep-dives into market dynamics and emerging opportunities.
- HOLT: Economic and tariff uncertainty – Numerous headwinds remain
- Global Economic Impact of the Tariffs so far
- March Consumer Price Index recap
- How will the US economy cope with (reduced) Trump Tariffs?
- Highlights from the M&A DACH Summit
- Unlocking the power of the mind
- 1Q2025 Pulse Check
- Unlocking Corporate Success
- The Compendium – 10 of the toughest client questions we've fielded
- HOLT: Understanding Intangibles Impact on Investment Analysis
- Brazilian Education: Intake trends & 2025 outlook
- Brazilian Car Rentals: 2025 survey consolidates negative trends
- HOLT: US Exceptionalism & the case for a further rotation towards Europe
- HOLT: Year of the contrarian – Positioning after a pause in Quality Growth leadership
- HOLT: Beyond the hype – Can US tech's dominance endure?
- AI LatAm Roadmap: Key Sectors Driving the Region's Digital Leap
- The Alpha consumer
- LatAm Materials: Initiation of Coverage
- Quantifying Trump's reciprocal tariffs
- Financial Services Conference
- Surge in secondary market activity
- Global Investment Returns Yearbook 2025
- Q-Series: Running away rather than towards the summer sun?
- Americas Sustainability – LatAm Decarb Ideas List: Positioning for Decarbonization
- ۶Ƶ LatAm Investment Conference 2025: Takeaways from Retailers
- Latin America Investment Conference
- China in 2025: A Hub of optimism and opportunity
- European Internet: Where we stand into 2025
- Brazilian Utilities: Big Book 2025
- Global Real Estate Strategy: A year of volatility
- 2025: Navigating macro & cycle dispersions
- 2025 Outlook: “Luxury fatigue” weighs in
- 4Q2024 Quarterly Pulse Check
- January Pulse Check: The Year of the SMID?
- Where will 9TW of energy storage come from?
- Q-Series: Is music still under-monetised?
- M&A Market Perspectives and Outlook
- AI unraveled
- APAC Focus: Decoding the Digital Banking Potential in ASEAN
- Our 2025 Outlook for China’s Economy
- Biotech’s Path Forward
- Corporate sentiment and international trade flows in Southeast Asia and India
- India's Outlook 2025-2026 Story
- Korean Shipbuilders: Anatomy of a long cycle
- Eyes on China’s Consumer Behavior
- European Unicorns – Could they shape the world of tomorrow?
- Hong Kong property: underestimated population inflow
- APAC Focus: Can Johor-Singapore straits synergies supercharge growth?
- Building blocks
- The pulse of markets
- Global MedTech: Dragons at the gate, who will feel the heat?
- Turning Point for Private Equity in Europe?
- Uncovering market shifts in a disruptive landscape
- How private companies are driving innovation
- AI-powered start-ups are helping adapt the way we live
- Chinese firms accelerating overseas expansion
- U.S. stock, metal, and commodity
- US rate cuts and China’s fiscal stimulus
- How to construct a China equity portfolio
- 3Q2024 Quarterly Sentiment Pulse Check
- Are we at the "tipping point" for software-led payments in Europe?
- APAC Focus: Transition from cyclical to structural
- MLCC: Distributor inventory levels still low
- Technology-driven innovations for the energy sector
- Unpacking tech IPOs
- Technology’s impact on the way we make and consume things
- Japan in a Sustainable World
- The road to decarbonization
- Edge AI as a Growth Tailwind
- Cloudy Outlook for Japanese Game Developers
- Brazilian Education: The silver lining of Education amid a testing regulatory environment
- Hawkish Bank of Japan
- 1H 2024 pulse check: Surge in GP-led secondary market activity
- Move to the Edge
- Political Probability Monitor
- CIO Unfiltered: Sonja Laud, LGIM
- 2Q2024 US Institutional Investor Sentiment Survey
- How will a flood of new digital inventory impact the ~USD 1T global advertising market?
- Women in tech and the AI revolution: a transformative combination
- Q-Series: Is a nuclear power renaissance coming?
- Unlocking the APAC opportunity
- Shifting tides: Changes in private equity post-pandemic
- US Telecoms: Could fiber-to-the-home builds be a turning point?
- June US Hospital Survey
- North America Power & Utilities - Supply mix forecast
- Q-Series: Can we unlock the mind?
- What is the current landscape of US Software?
- Towards Digital Capital Markets
- Q-Series: What is the future of cities?
- Geopolitics through the lens of the US consumer
- Q-Series: Japanese Corporate Governance – Is this time different?
- Plugged In: Insights on Electric Vehicles in US
- 48C Tax Credit: Round One
- Could Asia Pacific be the fastest-growing region in 2024?
- US merchant acquiring market framework
- Q-Series: How will USD 1tn in family business transfers drive markets in Asia?
- Changing consumer trends driving innovation
- Q-Series: How does the Middle East China relationship change the global energy sector?
- Q-Series - Redux eCommerce Migration: Digital Share Gains Likely To Continue Beyond 2023
- 1Q2024 US Institutional Investor Sentiment Survey
