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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
156 (71-80)
    
June 26, 2020

What does machine learning have in common with cooking feijoda?

Region:
International
Thematic Research
Topic:
Digital
Analyst:
Caio Natividade, Sorin Ionescu
Machine learning, with all of their processing power, they’re able to more quickly highlight or find patterns in big data that would have otherwise been missed by human beings. Machine learning is a tool that can be used to enhance humans’ abilities to solve problems and make informed inferences on a wide range of problems, much wider than financial services for example helping diagnose diseases to coming up with solutions for global climate change. [more]
74
May 13, 2020

Konzept # 18: Life after covid-19

Region:
International
Thematic Research
Analyst:
Henry Allen, Jim Reid, Luke Templeman, Marion Laboure
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them. [more]
76
May 13, 2020

COVID-19 and the Impact of US Jobs

Region:
International
Thematic Research
Analyst:
Brett Ryan, Justin Weidner, Matthew Luzzetti
After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. [more]
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