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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
150 (11-20)
    
May 24, 2023

Can AI save high-labour firms?

Region:
International
Thematic Research
Analyst:
Luke Templeman, Olga Cotaga
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. Indeed, labour-intense firms tend to have a lower market cap, thinner margins, and lower growth rates.
AI may be the way forward. In this piece, we argue that AI will make workers more productive, particularly in high-staff firms. The reason is that the profitability of high-staff firms has the highest leverage to the performance of their labour force. AI will help upskill them and streamline repetitive and mundane tasks that are more prevalent in high-staff companies. [more]
11
May 23, 2023

Generative AI and ChatGPT 101

Region:
International
Thematic Research
Analyst:
Adrian Cox
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. Even in the past week, OpenAI, Google and Meta announced fresh products, OpenAI’s CEO testified in Congress, and the G7 called for “guardrails” on AI, among many other developments. [more]
12
May 22, 2023

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

Region:
International
Thematic Research
Analyst:
David Folkerts-Landau
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. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [more]
13
March 21, 2023

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

Region:
International
Thematic Research
Analyst:
Adrian Cox, Marion Laboure
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]
15
March 8, 2023

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

Region:
International
Thematic Research
Analyst:
Henry Allen, Jim Reid
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]
16
December 7, 2022

Top 10 themes for 2023

Thematic Research
Analyst:
Luke Templeman
People often ask me how we choose our themes of the year ahead. It is not a hard science, but there is a framework we use. It starts by asking the following question: “What policies and developments in the economic, business, and political world are unsustainable, and what will it take for them to become sustainable?”. [more]
19
November 23, 2022

Top 8 notable takeaways from COP27

Region:
International
Thematic Research
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman, Tejasvini Viraj
Overall, was COP27 a success or failure? The answer likely depends on your expectations going into the conference. The event took place against a difficult geopolitical backdrop, rising inflation and an energy security crisis that some nations interpret as support for energy diversification strategies that align with fossil fuel growth. In a recent dbSustainability report the team discuss top 8 takeaways from COP27. [more]
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