Real declarative titles from real consulting decks.

“Domestic investment will be the key incremental growth lever for countries that effectively mobilize capital for Gen AI, energy infrastructure, and reshoring of manufacturing”

“This investment will need to happen in an environment of still-elevated borrowing costs and shifting trade policies, underscoring the importance of effective capital planning”

“Recent data suggest an uptick in consumer spending due to anticipatory purchases ahead of tariff implementations, particularly for goods that could see higher price pressures”

“To build resilience against a resurgence of inflation and high rates, CFOs should focus on strengthening balance sheets and unlocking cash flow through operational discipline”

“Countries' shifting focus towards defense, energy security, and greater domestic industrial competitiveness suggests a move away from "decarbonization at all cost" strategies”

“EV penetration: From a consumer point of view, the total cost of ownership of EV 2-wheelers is already cheaper than ICE, presenting a business case to transition to EV models”

“Current situation: SEA is making progress on more comprehensive policies for the green economy yet more work needed on investment incentives and carbon pricing infrastructure”

“Global expenditure on K-12 education is estimated to be USD 3T-3.5T in 2020; it has grown at a 4%-5% CAGR in the past 20 years and is expected to reach USD 4.5T-5.5T by 2030F”

“The ASC market has a robust growth outlook, with revenue and spend expected to increase ~6-8% p.a. through 2027, with pockets of higher growth in higher value ASC specialties”

“Number of M&A transactions in LatAm has been impacted by region’s growth slowdown and political turmoil, with Brazil leading transactions and a focus on the technology sector”

“Background to this work: The performance of Global Health Partnerships (GHPs) is increasingly important and scrutinized, yet achieving high performance is proving challenging”

“UK Spotlight Two: Despite a narrowing gap, which has shrunk from 4.1 points in 2011 to 2.1 points in 2023, the UK's female participation rate still outpaces the OECD average.”

“Battery recycling in the regulation refers to the recovery of materials such as Nickel, Cobalt and Lithium from end-of-life batteries – recycling from scrap important earlier”

“The more time spent on social media daily, the more likely someone is to buy into conspiracy theories / the less likely they are to trust in elites, scientists and elections.”

“Investors desire greater asset transparency, but tokenizing assets often results in on-chain transparency instead of asset transparency, which can potentially cause confusion”

“The true meaning of food miles? Public understanding of relative impact of meat and miles is low. We have little idea of how burgers compare to carbon emissions from driving.”

“As brands deliver new digital experiences that meet changing customer preferences, the next step is to enhance hybrid customer experiences—and human-centered design can help.”

“Traditional valuation techniques can be modified to make them fit for Fintech/startup valuations. Market multiples are often applied as the primary approach to value Fintechs”

“On balance, organisations are content with the outcomes of their digital transformation investments, mostly thanks to their ability to make sound decisions along the journey.”

“I’m obsessed with speed. The pace at which the world is changing, the pace at which our adversaries are changing—we must be faster. This will take a whole of nation approach.”

“The more time spent on social media daily, the more likely someone is to buy into conspiracy theories / the less likely they are to trust in elites, scientists and elections.”

“The true meaning of food miles? Public understanding of relative impact of meat and miles is low. We have little idea of how burgers compare to carbon emissions from driving.”

“We remain highly committed to strengthening our diversified client franchise, building on top of our consistent Markets wallet growth with Institutional and Corporate clients”

“We remain highly committed to strengthening our diversified client franchise, building on top of our consistent Markets wallet growth with Institutional and Corporate clients”

“Employers anticipate a ~40% disruption in workers’ skills through 2027, prompting companies to prioritize on-the-job training and automation for efficient business strategies”

“Investment in education in the US remained strong, and mid-size transactions increased compared to 2020; the drop in capital deployment can be explained by lack of mega deals”

“Companies that have received the last round of funding between 2017 and 2023 have been listed here; these are potential companies to look out for in the next round of funding”

“Car-buying intent continues to be strong: While the share of non-car owners intending to buy new cars declined by 2%, the same for car owners registered a 3% increase (y-o-y)”

“Smart Home adoption in KSA+UAE is still emerging, while Smart Entertainment devices are more popular but still shows a significant gap in adoption compared to Western Markets”

“In addition, all quality indicators suggest that Greece is overperforming its competitors in the Mediterranean, in 2022, attesting the T&T sector's overall strong performance”

“In addition, all quality indicators suggest that Greece is overperforming its competitors in the Mediterranean, in 2022, attesting the T&T sector's overall strong performance”

“China would rank in between Slovakia (26th) and Japan (27th) on our Index, highlighting that there is significant scope for further improvement in female employment prospects”

“Effective partnering needs to be developed over time. Often successful partnerships will begin with a simple contracting relationship then evolve through increased dependency”

“Our research shows that companies can meaningfully participate and capture sovereign opportunities by applying sovereignty measures to just one-third of their AI initiatives.”

“The number of large-scale NVIDIA A100 GPU clusters has stayed constant as the industry focuses its dollars on the H100 and shinier Blackwell systems...more on the next slide!”

“Is this a CIO question? CFO? CEO? Is this an Accenture question? Or a Bain/BCG/McKinsey question? Is this top line or bottom line change? Or a disruptive, existential threat?”

“Legal leaders should apply different restrictions to publicly available applications than they do for more business-specific applications from a trusted third-party provider.”

“Companies are most interested in allocating their AI investments in IT operations; Data quality, product innovation, and software coding are also popular areas for investment”

“Dissonant perceptions of recession risk continue to drive high uncertainty, and the greater pessimism among consumers and firms could prove more relevant for future spending”

“As 2024 progresses, emerging structural forces will exert increasingly greater pull on the global economy, weighing on growth and renewing inflation pressures and volatility”

“Consumer divergence, GenAI, geopolitical uncertainty, and financial and property market pressures are among the key macro trends impacting the business environment this year”

“EU gas reserves are at comfortable levels so far in 2023, but rebuilding them before next winter will be challenging amidst Russian gas ban and rebounding Chinese gas demand”

“Deceleration towards a new, lower structural growth rate remains base case for China, while Japan's economy is expected to recover modestly and India remains an outperformer”

“The boom in data centers and related infrastructure will require significant utility-focused capex to meet US power demands, alongside a revival of nuclear energy investment”

“US corporates are benefitting from the Fed's gradual rate cutting cycle as the burden of net interest payments declines, alongside looser lending standards to support growth”

“Natural gas prices held near a two-year high in February amid cold weather and reduced Russian flows, though storage levels remain sufficient to avoid immediate supply risks”

“Companies must explore domestic investment opportunities, be creative with financing, and make the necessary operational adjustments to support greater capital intensiveness”

“[Backup] Investable Ideas Assessment: Decarbonization opportunities prioritized based on assessment of attractiveness, technical feasibility, and commercial interest to date”

“The Procurement function is highly decentralized. Changes to technology, processes, policies, and the operating model provide opportunities for consolidation and efficiency.”

“The nbn network is having an overwhelmingly positive impact on wellbeing; fewer than 1% of nbn users reported the network having a negative impact on their life satisfaction”

“~70% of respondents also believe that homogeneous competition will relieve in next 5 years with company focus shifting to innovative, differentiated and China-specific drugs”

“Global biopharmas still show high interest to partner with Chinese companies for product commercialization, more so than for clinical research, development and manufacturing”

“Countries with greater focus on services currently seeing higher growth than manufacturing-led economies; Eurocoin declines in contrast with other forward-looking indicators”

“High inflation continues to drag on consumer sentiment but shows signs of recovery; manufacturing deteriorates while the services sector expands; business sentiment improves”

“Eurozone trade again in deficit; headline inflation down to 6.1%, while food prices remain high; EC approves €8.1 billion for microelectronics and communication technologies”

“Local champion, VinFast, has grown in overall market share. Traditional foreign OEMs remain the strongest, though new foreign entrants could contest existing market position”

“NR's Management Incentive Plan for Executive Grades includes annual and long-term incentive components. The annual component rewards performance based on a range of measures”

“Lower transactions costs, increased liquidity are the main drivers for investors to switch to tokenization. However, uncertainty in regulatory environment holds them back...”

“Sales of digital cameras have declined in recent years, however, due to the resilience of premium camera sales this is expected to have marginal impact on lighting solutions”

“Cost competitiveness of solar: Current levelized cost of electricity (LCOE) of solar is lower than other energy sources due to reduction in cost of PV modules over the years”

“Leaders need to start thinking about a world beyond the app paradigm today. Agentic systems will be at their most effective when connecting components across the enterprise.”

“EBITDA decreased by 26% yoy to €8m in Q3 2023, mainly due to lower aluminium prices partially offset by improved volumes (Hanover back in operations) and lower energy prices”

“While Treasury bond yields have plunged on a flight to safety, financial conditions have tightened significantly pointing to increased constraints on private sector activity”

“Market capitalization of almost all luxury companies has increased. On average, it has increased by 8% compared with 2017, mainly driven by the jump of more than 20% of LVMH”

“Sketchy metrics: Tracking AV progress is complicated by the industry's focus on miles per disengagement, which is hard to benchmark and is not reported across all US States.”

“Argentina's new "shock therapy" economic policy agenda is likely to be disruptive and fuel uncertainty in the near term, but potentially with long-term upside if successful”

“Looking ahead, several cyclical impulses from prior years still have room to run in 2024 and, on balance, are expected to be a drag on growth but supportive of disinflation”

“Studies have shown that feeling more included, for instance, boosts productivity, while having an ambition to reach leadership is important to advancing in an organization.”

“European capex growth faces more of a challenge as firms prioritize replacement over expansion, constrained by financing costs, economic uncertainty, and regulatory hurdles”

“Rising geopolitical risk, tariffs threats, cost of living pressures, and the next wave of Gen AI are among the key macro trends impacting the business environment this year”

“Rapid digitalization, favorable demographics and income growth offer strong investment opportunities in India, though infrastructure, regulation and tariffs pose challenges”

“European leveraged finance issuance decreased in 1Q’16 to €22.6 billion, a 12% QoQ decrease from €25.6 billion in 4Q’15 and a 62.5% YoY decrease from €60.1 billion in 1Q’15”

“Resilience in cost structure is build up stepwise – Securing cash lays the foundation for a flexibilization in cost structure followed by a long-term footprint optimization”

“IT’s degree of centralization is comparable with peers but it does not leverage Shared Services concepts, and has mid-range capability to support self-service and workflow.”

“The financial services sector should consider these challenges with urgency. We recommend the following actions, derived from analysis on the performance of global leaders:”

“China clinical trial has experienced rapid growth over the past five years, driven by favorable policy, accelerated innovative drug developed, and continuous R&D investment”

“Bridging the Gap: Up to ~13 Mt p.a. of clean hydrogen demand could be unlocked by 2030 with the scale-up of enabling infrastructure, the majority in US refining and ammonia”

“To address these challenges and enhance economic and governance outcomes in the medium term, the MTEF was developed around key pillars with clear objectives and strategies.”

“The contours of a new global trading system are beginning to emerge through the fog, as it becomes clear that stronger US protectionism will persist as a strategic priority”

“1 – Scope: The relative attractiveness of an outperformance-only mechanism and a symmetrical mechanism depends on how TOCs price these two mechanisms, and this is uncertain”