1. Research
    2. Products & Topics
    3. Special
    4. Podzept (Podcast series)

    61 (11-20)
    March 3, 2020
    (14:04 min)

    Luxury Goods: What consumers want

    Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustainability. Those brands that will be able to incorporate newness with sustainability are the likely winners.
    February 3, 2020
    (13:52 min)

    Brexit update: a short guide to the next stage in talks

    Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations.
    January 21, 2020
    (11:12 min)

    The House View: 2020 Outlook – Gaining Speed

    Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
    December 4, 2019
    (13:29 min)

    China's consumer decade

    Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth.
    December 3, 2019
    (13:29 min)

    Green shoots or false down?

    The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights.
    6.4.5