



AI in action: where is the smart money going?

May 25, 2023

AI in action: where is the smart money going?

Region:

International

Thematic Research

Analyst:

Cassidy Ainsworth-Grace, Marion Laboure

PDF 456k

Artificial intelligence is an overnight success that has been many years in the making. To properly anticipate what AI innovation is to come next, we went back to the source, looking at patents and venture capital deal activity that will translate into the everyday AI applications of the future. [more]

Can AI save high-labour firms?

May 24, 2023

Region:

International

Analyst:

Luke Templeman, Olga Cotaga

Thematic Research

Companies with a large number of employees have a big problem. Quite simply, they fail to extract as much value from each staff member as do low-staff firms. [more]

Generative AI and ChatGPT 101

May 23, 2023

Region:

International

Analyst:

Adrian Cox

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]

History suggests AI will ultimately create not destroy jobs

May 22, 2023

Region:

International

Analyst:

Jim Reid

Thematic Research

With the rapid growth in AI, and the likes of ChatGPT taking the world by storm in recent months, we have seen renewed fears that human labour will be increasingly replaced over the years ahead. [more]

Generative AI represents a turning point for humanity - for better and for worse

May 22, 2023

Region:

International

Analyst:

David Folkerts-Landau

Thematic Research

The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. [more]

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

March 21, 2023

Region:

International

Analyst:

Adrian Cox, Marion Laboure

Thematic Research

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. [more]

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

March 8, 2023

Region:

International

Analyst:

Henry Allen, Jim Reid

Thematic Research

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. [more]

16 themes driving markets and economies

February 23, 2023

Region:

International

Analyst:

Luke Templeman

Thematic Research

Identifying the big themes driving markets and economies is one thing, but more critical is to incorporate their impact into investment and corporate decisions. [more]

Debt Ceiling 101: A house divided cannot stand (to pay its bills)

January 31, 2023

Region:

International

Analyst:

Brett Ryan

Thematic Research

The probability of a significantly negative outcome on the debt ceiling is elevated relative to recent years. The legislative avenues to resolve the debt ceiling are more limited and the political dynamics more contentious. [more]