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Supply chains: state of play
Strategy Blog
Global supply chains have experienced several shocks in recent years, including a pandemic and war, but have so far proved resilient.
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Weather forecast: Consistent clouds in our sky
Thematic Insights
As is typical in the tech space, the Cloud is continually evolving. Some major trends are reshaping the ways we use the Cloud, and in particular the development of Generative AI is playing a significant role. In particular, the adoption of generative AI by hyperscalers will create shifts in the ways the Cloud is adopted and utilized.
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In conversation with Alice Squires, Co-Head of Investor Advisory and Geopolitical Advisory
Perspectives podcast
In this edition, Alice Squires discusses the growing impact of geopolitics on business, the rise of shareholder activism, and the strategic decisions boards must take to manage risk and capitalise on opportunities in an increasingly complex landscape.
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Trump II: FAQs
Market Perspective
In this Market Perspective we offer our answers to some of the investment questions being posed by the idiosyncratic 47th president of the United States.
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Tariffs: Assessing initial manufacturing damage
Strategy Blog
Talk of recession has moved centre stage following Trump’s tariff announcement on April 2nd.
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April: Tariff turbulence
Monthly Market Summary
Despite considerable volatility, it was (just) a positive month for global stocks in dollar terms.