1. Research
    2. Home

    Breadth, depth and originality

    Just a technical recession? Really?

    May 26, 2023
    Focus Germany
    With Q1 GDP growth revised to -0.3% we now expect annual GDP to shrink by 0.3% in 2023. With the expected US recession weighing on German economic momentum towards year end we have cut our annual forecast for GDP growth in 2024 to 0.5% from 1.0%. [more]

    Generative AI and ChatGPT 101

    May 23, 2023
    Thematic Research
    Next week will mark six months since the launch of ChatGPT, the chatbot based on OpenAI’s GPT-3.5 large language model. There has been an extraordinary flurry of launches, hype and activity since then. [more]

    Listen to our podcasts

    Listen to our podcasts

    Play podcast
    May 30, 2023

    Can AI help high-labour firms to boost returns?

    (11:41 min)
    Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

    In this podcast, Luke Templeman, Olga Cotaga and Adiran Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come.
    Download audio file (21MB)
    Generative AI
    May 25, 2023
    Please wait - Loading video
    Watch video
    Value and Quality strategies
    May 22, 2023
    Please wait - Loading video
    Watch video
    33.13.0