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KSA banks are successfully navigating the rate cycle through favorable asset repricing and improved cost efficiency
misc · 2024 · kpi_dashboard
KSA banks are successfully navigating the rate cycle through favorable asset repricing and improved cost efficiency
17.4% — Return on Equity
WHAT KEEPS CCOS AWAKE AT NIGHT?
IPSOS · 2024 · problem_statement
WHAT KEEPS CCOS AWAKE AT NIGHT?
'GLOCAL': STRIKING THE BALANCE BETWEEN GLOBAL AND LOCAL COMMUNICATIONS
IPSOS · 2024 · section_divider
'GLOCAL': STRIKING THE BALANCE BETWEEN GLOBAL AND LOCAL COMMUNICATIONS
Local teams should be empowered to be the first responder when a crisis occurs at a local level
IPSOS · 2024 · key_messages
Local teams should be empowered to be the first responder when a crisis occurs at a local level
74% — Agreement with local empowerment
ACQUISITIONS: THE PINNACLE OF STAKEHOLDER COMMUNICATION
IPSOS · 2024 · key_messages
ACQUISITIONS: THE PINNACLE OF STAKEHOLDER COMMUNICATION
65% — Involvement in acquisition leadership team
The oldest are the happiest
misc · 2025 · industry_trends
The oldest are the happiest
76% — Happiness percentage
Gen Z men happier than Gen Z women
misc · 2025 · analyze_data
Gen Z men happier than Gen Z women
73% — Happiness index
Does money bring happiness?
misc · 2025 · market_landscape
Does money bring happiness?
75% — Happiness percentage
What makes us unhappy? By country
misc · 2025 · heatmap
What makes us unhappy? By country
73% — Percentage of respondents citing factor as a source of unhappiness
JPMAM: Broad, diversified ~$4T AUS active manager
JPMorgan · 2025 · situation_overview
JPMAM: Broad, diversified ~$4T AUS active manager
$3.9T — Assets under supervision
An experienced team dedicated to value
JPMorgan · 2025 · team_bio
An experienced team dedicated to value
A team of skilled research analysts with 25+ years of experience
JPMorgan · 2025 · team_bio
A team of skilled research analysts with 25+ years of experience
25+ — Years of experience
Equity Income has top quartile performance coupled with bottom decile volatility
JPMorgan · 2025 · peer_benchmark
Equity Income has top quartile performance coupled with bottom decile volatility
13.2% — Standard deviation
Financials: Opportunities to add value in different rate environments
JPMorgan · 2025 · financial_analysis
Financials: Opportunities to add value in different rate environments
26.6% — Financials Weight
Equity Income outperformed ALL drawdowns of 10% or more
JPMorgan · 2025 · financial_analysis
Equity Income outperformed ALL drawdowns of 10% or more
5.2% — Excess return
Dividend sustainability is critical
JPMorgan · 2025 · benchmark_peers
Dividend sustainability is critical
2.3% — Dividend Yield
While historically 57% of the available universe has hit the 2% dividend yield requirement, the quality of the opportunity set has deteriorated
JPMorgan · 2025 · market_landscape
While historically 57% of the available universe has hit the 2% dividend yield requirement, the quality of the opportunity set has deteriorated
57% — BARRA Factor Exposure
A long track record of consistent outperformance
JPMorgan · 2025 · financial_analysis
A long track record of consistent outperformance
100% — Rolling Excess Return
Dividends have been an important contributor to total returns over time
JPMorgan · 2025 · market_landscape
Dividends have been an important contributor to total returns over time
There is “Value” in leveraging AI outside of traditional growth
JPMorgan · 2025 · case_study
There is “Value” in leveraging AI outside of traditional growth
27% — AI adoption rate
The Inflation Reduction Act: Here’s what’s in it
McKinsey · 2022 · cover
The Inflation Reduction Act: Here’s what’s in it
$500 billion — New spending and tax breaks
The Inflation Reduction Act of 2022 is the third piece of legislation passed since late 2021 that seeks to improve US economic competitiveness, innovation, and industrial productivity.
McKinsey · 2022 · context
The Inflation Reduction Act of 2022 is the third piece of legislation passed since late 2021 that seeks to improve US economic competitiveness, innovation, and industrial productivity.
$237 billion — budget deficit reduction
The Inflation Reduction Act makes investments across a wide range of sectors.
McKinsey · 2022 · market_sizing
The Inflation Reduction Act makes investments across a wide range of sectors.
$393.7bn — Total investment
Inflation Reduction Act allocations to the US Department of Energy provide credit subsidy to allow for direct loans and loan guarantees.
McKinsey · 2022 · financial_analysis
Inflation Reduction Act allocations to the US Department of Energy provide credit subsidy to allow for direct loans and loan guarantees.
$367bn — Loan authority
Corporations, individuals, and state and local governments are all eligible to receive funding in the energy portion of the Inflation Reduction Act.
McKinsey · 2022 · financial_analysis
Corporations, individuals, and state and local governments are all eligible to receive funding in the energy portion of the Inflation Reduction Act.
$394 billion — Energy and climate change funding
The Inflation Reduction Act reforms energy tax incentives through a mix of extensions, modifications, and new programs over the next ten years.
McKinsey · 2022 · other
The Inflation Reduction Act reforms energy tax incentives through a mix of extensions, modifications, and new programs over the next ten years.
$4,000 — Tax credit value
The Inflation Reduction Act includes a modified tax credit for electric vehicles and batteries—including new content requirements.
McKinsey · 2022 · industry_trends
The Inflation Reduction Act includes a modified tax credit for electric vehicles and batteries—including new content requirements.
Energy funding from the Bipartisan Infrastructure Law and the Inflation Reduction Act spans major funding themes, totaling $370 billion.
McKinsey · 2022 · market_landscape
Energy funding from the Bipartisan Infrastructure Law and the Inflation Reduction Act spans major funding themes, totaling $370 billion.
$370 billion — Energy funding
Healthcare provisions in the Inflation Reduction Act are expected to net $173 billion in savings, largely through price negotiation and cost caps.
McKinsey · 2022 · financial_analysis
Healthcare provisions in the Inflation Reduction Act are expected to net $173 billion in savings, largely through price negotiation and cost caps.
$173 billion — Net savings
Five US government agencies account for 96 percent of the Inflation Reduction Act funding.
McKinsey · 2022 · data_table
Five US government agencies account for 96 percent of the Inflation Reduction Act funding.
96% — Funding allocation
An estimated $500 billion in new spending and tax credits for clean energy and healthcare will yield $237 billion in deficit savings.
McKinsey · 2022 · financial_analysis
An estimated $500 billion in new spending and tax credits for clean energy and healthcare will yield $237 billion in deficit savings.
$237 billion — Deficit reduction
We continue to expect a year of global growth in 2019... although trade disputes create storm clouds on the horizon
DeutscheBank · 2019 · industry_trends
We continue to expect a year of global growth in 2019... although trade disputes create storm clouds on the horizon
2.7% — GDP growth
Global economic growth is underpinned by low unemployment, solid consumer spending...
DeutscheBank · 2019 · industry_trends
Global economic growth is underpinned by low unemployment, solid consumer spending...
...and robust consumer confidence
DeutscheBank · 2019 · industry_trends
...and robust consumer confidence
U.S. and EU manufacturing industrial production growth has decelerated
DeutscheBank · 2019 · industry_trends
U.S. and EU manufacturing industrial production growth has decelerated
Industrial production growth in China appears to also have slightly decelerated
DeutscheBank · 2019 · industry_trends
Industrial production growth in China appears to also have slightly decelerated
2.5 — Y/Y % Change
U.S. construction spending growth remains solid...
DeutscheBank · 2019 · industry_trends
U.S. construction spending growth remains solid...
...as does construction spending growth in the EU and China
DeutscheBank · 2019 · market_landscape
...as does construction spending growth in the EU and China
U.S. data center construction starts are strong
DeutscheBank · 2019 · market_landscape
U.S. data center construction starts are strong
$10bn — Construction starts value
Global air passenger traffic continues to show healthy growth while air freight growth has been impacted by trade issues
DeutscheBank · 2019 · industry_trends
Global air passenger traffic continues to show healthy growth while air freight growth has been impacted by trade issues
Most key U.S. hydraulics markets continue to show good growth
DeutscheBank · 2019 · industry_trends
Most key U.S. hydraulics markets continue to show good growth
NAFTA Class 8 build continues to grow while Brazil build has plateaued and global light motor vehicle production has declined
DeutscheBank · 2019 · industry_trends
NAFTA Class 8 build continues to grow while Brazil build has plateaued and global light motor vehicle production has declined
Industrial companies are preparing for an increasingly urban, electrified and connected world
DeutscheBank · 2019 · industry_trends
Industrial companies are preparing for an increasingly urban, electrified and connected world
75 billion — Connected devices
The way buildings use electricity will change dramatically over the next decade
DeutscheBank · 2019 · industry_trends
The way buildings use electricity will change dramatically over the next decade
13% — CAGR
Data centers consume 3% of global electricity and are undergoing dramatic change
DeutscheBank · 2019 · industry_trends
Data centers consume 3% of global electricity and are undergoing dramatic change
3% — energy consumption
Utilities are increasing smart grid investments above and beyond their typical capital spend
DeutscheBank · 2019 · industry_trends
Utilities are increasing smart grid investments above and beyond their typical capital spend
6% — CAGR
Vehicle OEMs demand innovative solutions to solve stricter fuel economy and emissions challenges
DeutscheBank · 2019 · industry_trends
Vehicle OEMs demand innovative solutions to solve stricter fuel economy and emissions challenges
18% — CAGR
Eaton is well positioned to take advantage of these growth trends
DeutscheBank · 2019 · other
Eaton is well positioned to take advantage of these growth trends
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