Our latest reports
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03 September
Sector Atlas 2025: Trade war is a sector war after all
US tariffs are reshaping supply chains, prompting retaliation and heightening uncertainty. Companies will continue to adapt as the trade war is here to stay.
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01 August
What to Watch 1 August 2025
Trade deals or trade wars? Germany’s insoluble budget equation and tariffs diminishing carmakers’ reshoring prospects
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30 July
3.5% to 2035: Bridging the global infrastructure gap
Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supplychain disruptions and AI-driven digitalization.
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