1. Research
  2. About us
  3. Analysts
  4. Analysts by first name

Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
7 Documents
    
September 12, 2023

Assets that haven't moved yet

Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Thematic Research
2
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [more]
May 24, 2023

Can AI save high-labour firms?

Region:
International
Analyst:
Luke Templeman, Olga Cotaga
Thematic Research
4
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]
November 7, 2022

COP27: Adapting to food inflation Part I

Region:
International
Topic:
Sustainability
Analyst:
Christian Wietoska, Luke Templeman, Olga Cotaga, Samira Kalla
Thematic Research
5
Amidst the backdrop of rampant food inflation, this year’s COP27 in the Egyptian city of Sharm El-Sheikh (November 6-18) will be critical. That is because food inflation has been stronger than overall inflation. In fact, in March the US hit an inflection point when food and beverages CPI outpaced broader CPI. This is not just a US issue. The food inflation problem is a global phenomenon. [more]
November 2, 2021

After COP 26 – the burden shifting to corporates?

Region:
International
Topic:
Sustainability
Analyst:
Karthik Nagalingam, Luke Templeman, Olga Cotaga
Thematic Research
7
Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties. [more]
36.15.0