Ranked #1
Top thematic ideas for H2
Top thematic ideas for H2
In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.
1 Aug 2023
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Ranked #2
World outlook: The waiting game...
World outlook: The waiting game...
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. The... Read more
12 Jun 2023
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Ranked #3
AI in action: where is the smart money going?
AI in action: where is the smart money going?
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In o... Read more
6 Jun 2023
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Ranked #4
Can AI help high-labour firms to boost returns?
Can AI help high-labour firms to boost returns?
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with ma... Read more
29 May 2023
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Ranked #5
Making Sense of Space: Having Ears in the Sky
Making Sense of Space: Having Ears in the Sky
In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Eart... Read more
25 Apr 2023
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Ranked #6
AI & The Five Ws: Why, What, Who, When, Where?
AI & The Five Ws: Why, What, Who, When, Where?
Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery... Read more
10 Apr 2023
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Ranked #7
Reshoring's impact on markets and economies
Reshoring's impact on markets and economies
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are res... Read more
20 Mar 2023
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Ranked #8
16 themes driving markets and economies
16 themes driving markets and economies
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investm... Read more
23 Feb 2023
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Ranked #9
Outlook for global house prices
Outlook for global house prices
House prices are cooling off around the world after the boom years of historically low interest rates and a pandemic rac... Read more
11 Jan 2023
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Ranked #10
Making Sense of Space: Home Above the Earth
Making Sense of Space: Home Above the Earth
In our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The third episode dives int... Read more
3 Jan 2023
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