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Jul 09, 2026

Europe under water: The macroeconomic cost of flooding and the economic case for adaptation

Flood losses are rising rapidly as economic activity continues to concentrate in high-risk areas. Floods are Europe’s most frequent and costliest natural hazard, with total economic losses climbing steadily, to EUR226bn in the first quarter of this century. 

Jul 08, 2026

Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%

As the Middle East conflict de-escalates – despite temporary flare-ups – we expect only a mild slowdown in global growth in 2026 to +2.5%, followed by a rebound to +2.9% in 2027, broadly in line with our previous baseline outlook. 

Jul 02, 2026

Credit risk relocated, not removed: Newton’s cradle transmitting risk across BBB, HY, and private credit

US credit looks calm on the surface – spreads tight, headline growth cheerful – but the risk has simply migrated.

Jul 01, 2026

Low earth, high stakes: The LEO satellite race between AI demand and geopolitical fragmentation

SpaceX’s record-breaking IPO puts a public price on a conviction private investors already hold: space is a durable investment vertical, not a passing cycle. 

Jun 30, 2026

Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid

Data-center investment reached USD580bn in 2025, putting AI on track to become one of the world's fastest-growing sources of electricity demand.

Jun 25, 2026

Pension Reform Survey 2026: Everyone knows reform is needed, few expect it to happen

Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered. Our survey of more than 8,000 respondents across Austria, France, Germany, Italy, Poland, Spain, the UK and the US explores public attitudes towards social security reform, pension sustainability and retirement preparedness. 

Jun 25, 2026

The semiconductor premium: EM equity and the concentration risk within

Semiconductors are the backbone of the 2026 AI rally.

Jun 22, 2026

Ten Years After Brexit: Resilience Without Revival

Brexit 10 years on: Neither collapse, nor renaissance. As the UK looks for its 7th Prime Minister in 10 years, this week also marks a decade since Brexit roiled markets and divided forecasters.

Jun 18, 2026

Public vs. private equity: The widest equity return gap in two decades

Public equities have repriced the future while private equity is still monetizing the past. 

636 releases in total