Research

Leave a comment Chinese Population Dynamics – Yuan Alone Won’t Solve It Leave a comment

Chinese Population Dynamics – Yuan Alone Won’t Solve It

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The population dynamics of China have been a topic of concern ever since the disastrous advent of 1-child policy. The country's size and aging population presents unique challenges for its economy and society. COVID-19 pandemic

Leave a comment Japanese Population Dynamics – it’s worse than it looks Leave a comment

Japanese Population Dynamics – it’s worse than it looks

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Japan has long been known for its unique culture, cutting-edge technology, and thriving economy. However, behind these positive traits lies a looming crisis that has been quietly growing for decades: a rapidly declining population. With

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How to See the Future

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ChatGPT, Web 3.0 and VR are examples of the explosion of new technologies and how the digital revolution is transforming the business landscape. Five years ago, the most prescient market analysts would have struggled to

Leave a comment Demographics as Destiny: EU’s future is gray Leave a comment

Demographics as Destiny: EU’s future is gray

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This research is first of a four part series on country demographics for the European Union, Japan, China and the United States. Please enjoy and share. ab The European Union is on the brink of a demographic

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Defense Spending: an opportunity & a risk

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Key Takeaway: To a very real extent, this is the unwinding of the 1990s peace dividend when the Berlin Wall fell and the United States reduced military spending. As the major US defense contractors release their

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Growth Opportunity: US Adaptation & Resilience to Climate Change

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Introduction It's no secret that the Earth is heating up, and if permanent, it has serious consequences. As global temperatures rise, the costs of adapting to climate change will also increase. The last couple of years

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WFH: future path & impact

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Before we do our deep dive, let’s simplify the overall environment for work from home (WFH) or work from anywhere (WFA), boiling it down to incentives driving actions. Let’s start with the negative impact on employees

Leave a comment Carbon Markets Deep Dive: global structure & outlook Leave a comment

Carbon Markets Deep Dive: global structure & outlook

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Climate change is considered by many to be the greatest challenge in modern history. As global temperatures increase, countries are faced with numerous natural disasters, including severe droughts, floods, cyclones, heatwaves, wildfires, and rising sea-levels.

Leave a comment US Midterm Elections: a bigger, longer impact than you know Leave a comment
Leave a comment Fed & Rates: Next Friday is the big day Leave a comment

Fed & Rates: Next Friday is the big day

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Let’s start with the big picture on interest rates. 90 central banks around the world have raised interest rates. This week, Indonesia, Norway, Philippines, Switzerland, Taiwan and the Bank of England all raised rates along