A snapshot from our investment banking experts and research analyst teams who provide daily deep-dives into market dynamics and emerging opportunities.
- What is driving the surge in global battery storage demand?
- The Great Displacement
- Beyond the hype: the real economic upside of AI and robotics
- China鈥檚 new consumption landscape: trends to watch
- Reaching new heights
- How is the electric vehicle world shifting?
- What鈥檚 moving capital markets?
- HOLT: Are we approaching peak market optimism? Four reasons not to be complacent
- How an ageing population is reshaping Asian finance
- Will APAC data centers be oversupplied in 2030?
- Accelerating AI 鈥 is the world ready for the rise of the agent?
- China鈥檚 aging population is reshaping healthcare 鈥 unlocking a trillion-dollar opportunity
- APAC Focus: Uranium's Electric Dream
- China Outlook 2026-27: Resilience and Rebalancing
- Accelerating Innovation Through Strategic Partnerships
- New frontiers: Growth in a transforming world
- Quantum computing: the next great tech revolution?
- The world in 2040
- European building materials 鈥 a golden age?
- Food by 2040: The journey to personalised nutrition
- AI edge
- Indian IT: Macro weakness and GenAI disruption
- China Internet Sector: online music
- European Conference 2025
- Healthcare, reimagined
- IMF 2025: What the World鈥檚 Economists Are Watching
- Q-Series: Silver wave
- The future of nuclear: Subscription, Upcycle, New tech
- Is High Bandwidth Memory on the cusp of commoditisation?
- The Pivot to Non-interest Income 鈥 how challenging is it?
- Australia Equity Strategy: Superannuation
- Quick Commerce TAM larger than ever before
- APAC Focus: Hotel Market 鈥 The Future We saw
- Japan: Risk to our growth and inflation outlook
- Updates on Brazil鈥檚 power market
- HOLT: 'AI bubble'? What are the risks?
- Transition Tearsheet - Geothermal Energy
- Unblocking the logjam: Evolving exit strategies in private equity
- HOLT: Recalibrating the Magnificent 8 鈥 From Broad Exposure to Selectivity
- The growing demand for the AI-empowered enterprise
- The future of our planet
- Quantum computing - the next disruptor?
- 2Q2025 Pulse Check
- Will AI demand be sufficient to justify the investment?
- HOLT: Markets offer second chance to get defensive
- Doing business in a 3掳C warmer world
- Is the world ready for 1bn robots?
- US Building: Wall panels no longer wallflowers: why acceptance could bloom
- Unlocking tomorrow: In conversation with Daniel Dowd
- Nuclear energy
- U.S. Retail REITs: Takeaways from ICSC 2025
- Tariffs on, tariffs off, metals back to square one
- Asian Investment Conference 2025
- River Cruise: More Demand Without Supply?
- A Millennial's guide to Instagram
- Opportunity in Uncertainty: Festival Takeaways
- Highlights from the M&A DACH Summit
- HOLT: Economic and tariff uncertainty 鈥 Numerous headwinds remain
- Global Economic Impact of the Tariffs so far
- 麻豆社 OneASEAN Summit and Global Macro Forum
- March Consumer Price Index recap
- 1Q2025 Pulse Check
- Unlocking the power of the mind
- The Compendium 鈥 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鈥塃xceptionalism & the case for a further rotation towards Europe
- HOLT: Year of the contrarian 鈥 Positioning after a pause in Quality Growth leadership
- HOLT: Beyond the hype 鈥 Can US tech's dominance endure?
- AI LatAm Roadmap:鈥塊ey 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
- Continued momentum in the secondary market
- Global Investment Returns Yearbook 2026
- Global Investment Returns Yearbook 2025
- Q-Series: Running away rather than towards the summer sun?
- Americas Sustainability 鈥 LatAm Decarb Ideas List: Positioning for Decarbonization
- 麻豆社 LatAm Investment Conference 2025: Takeaways from Retailers
- Latin America Investment Conference
- 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: 鈥淟uxury fatigue鈥 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鈥檚 Economy
- Biotech鈥檚 Path Forward
- India's Outlook 2025-2026 Story
- Korean Shipbuilders: Anatomy of a long cycle
- Eyes on China鈥檚 Consumer Behavior
