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1118 Documents
March 21, 2023

Reshoring's impact on markets and economies

Region:
International
Podzept (Podcast series)
Analyst:
Luke Templeman, Olga Cotaga
Listen Audio 24M
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]
March 21, 2023

AI & The Five Ws: Why, What, Who, When, Where?

Thematic Research
PDF 2M
Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]
March 9, 2023

The German economy – one year after

Region:
Germany
Focus Germany
Topic:
Banking and financial markets, Economic and european policy, Macroeconomics, Real estate, Sectors and resources
Analyst:
Eric Heymann, Jan Schildbach, Jochen Moebert, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider, Ursula Walther
PDF 2M
The German economy – one year after. With surprisingly strong hard data for January, chances are rising that GDP might be saved from another decline in Q1. Although not yet our baseline call, this would prevent Germany from going through a technical recession. However, still heightened uncertainty and real income losses due to high inflation will likely keep investment spending and private consumption flatlining in the first half of the year. Hence, we maintain our 0% forecast for 2023 German GDP growth, although upside risks have increased since the start of the year. [more]
March 8, 2023

The lessons of history: which historic period is most like today?

Region:
International
Thematic Research
Analyst:
Henry Allen, Jim Reid
PDF 538k
Something we’re often asked is which era in history is most like this one. Perhaps the obvious answer is the 1970s, given the energy shock and high inflation. Others have pointed to the late-90s and early-2000s, when the dot com bubble burst and big tech valuations fell substantially. Or maybe it’s more like the 1960s, another era where policymakers moved to fine-tune
economies amidst low unemployment, but which saw inflation get increasingly out of control. [more]
March 3, 2023

OTC derivatives trading: First signs of a shift from London towards EU financial centres

Region:
Europe
Chart in Focus
Topic:
Banking and financial markets
Analyst:
Ursula Walther
Online PDF 130k
London continues to be the leading trading hub for OTC interest rate derivatives with a market share of 46% and an average daily turnover of USD 2.6 tr. However, the UK has lost ground since 2019 when its market share was still 51%. This is due to the transition away from Libor as well as the ongoing efforts of EU authorities to bring more derivatives clearing into the bloc. [more]
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