What we see, where we operate and how that translates into opportunity.
Subscribe to our insights and have them
sent to your email
We analyze how economic, financial, industrial and trade network structures broaden and deepen and how countries and cities are positioned within these networks. We gauge how different countries and regions in the global economy are connected to global flows. Any attempt to build a comprehensive view of all relevant global flows is an ambitious project and we acknowledge that our analysis is far from complete. Data limitations—both over time and also across all aspects of the flows—have constrained our ability to draw a fully comprehensive picture; additionally, while we know a great deal, in a data-driven sense, about trade and financial flows, we know much less about services, people, data and communication flows.
Our approach has therefore been to combine macro analysis using available data with micro data, where possible, and to bring to bear industry and geographic expertise and examples to illustrate the trends we see in the data. However, we believe that businesses and policy makers must work together to improve the available data so that, collectively, we can more fully understand their impact. We regard the insights portion of the site as a first foray into an area to which we will return as we know more. We hope that others will join us in this effort. Please see some of our selected work below
Operating in Growth Markets
Growth markets will power global growth over the next 20 years. By 2025, overall global consumption is forecast to reach $62 trillion, twice its 2013 level, and fully half of this increase will come from the emerging world.
For some investors, lack of choice and lower returns have caused a flight to alternative investments, tangible assets or deal-based investing; for others, the search for the best fee deal has perpetuated the “revolving door” of wealth management as clients move between service providers; and for others, stricter “know your client” checks have reduced or eliminated their access to conventional financial services institutions and instruments and pushed them into domestic or regional transactional business.
With an estimated GDP growth of approximately 4.2% between 2016 and 2021, the African continent is likely to grow ahead of the global economy (3.05%), for the same period. Within sub-Saharan Africa, Kenya, Djibouti, Tanzania, Rwanda, Senegal, Ethiopia and Côte d'Ivoire are projected to be the largest growth pockets.
Estate Planning - A Family Affair
If estate planning were just cold, hard numbers, it would not be one of the financial tasks that people avoid the most. Not only does creating an estate plan force people to confront their own mortality, but it also forces them to decide who gets their assets and who will play the key roles in settling their estates.
As the fraying contract between society and business becomes an evermore-urgent priority, many companies and banks are eager to find investments that generate business and social returns. One avenue is so-called “impact investing,” directing capital to enterprises that generate social or environmental benefits.
Making Impact Investing Mainstream
Nearly a decade after a coalition of philanthropists and investors introduced the financial-services industry to impact investing, a practice distinguished by its aim to generate social and environmental benefits alongside financial returns.
Rise of the Family Office
A rising number of wealthy individuals has seen a concurrent rise in a specialised form of wealth managers—the Family Office. A family office is a dedicated financial and wealth management entity for Ultra High Net Worth Individuals (UHNWI) and their families.
Our insight articles contributes to our mission to help business and policy leaders understand the forces transforming the global economy, to identify strategic locations and toprepare for the next wave of growth. As with all our nsight papers, they are independent and have not been commissioned or sponsored in any way by any business, government, or other institution, although they have benefited from the input and collaborations with the organizations with which we do business daily.