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Thematic Analysis
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Digital Lending – Thematic Research
Digital lending as a whole experienced a contraction amid the pandemic. Subsequent analysis looks at market share evolution from 2016 to 2020 in five key markets (the UK, Australia, Hong Kong, the US, and Spain) and growth prospects based on consumer survey data regarding channel preference and provider preference in those same markets. Some of the key players in the digital lending industry include Rocket Mortgage, Wells Fargo, Affirm, Klarna, GreenSky, Funding Circle, LendingClub, Prosper, Zopa among others. The critical...
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Thematic Analysis
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Open Banking 2021 – Thematic Research
Open banking creates a multidimensional view on what the core value in banking is. No longer just interest-bearing products, but data, technology; and not just to end users, but to businesses, new entrants, and other banks. The ability to disaggregate component pieces of value, and to distribute them in multiple forms, becomes a core competency in the open banking era. Financial services regulators around the world are increasingly concerned with promoting competition and innovation in banking, reducing barriers to entry,...
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Thematic Analysis
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Virtual Reality (VR) – Thematic Research
Virtual reality (VR) is a technology that immerses the user in an entirely artificial world, which has the illusion of reality. According to GlobalData forecasts, in 2020, the global VR market was valued at $5 billion. The VR market is expected to grow at a CAGR of more than 25% during 2021-2030. The estimate includes revenues generated by VR hardware (i.e., headsets) and software. The market remains heavily gaming-oriented, but VR is gaining traction in areas such as social media...
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Thematic Analysis
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Personalization in Insurance – Thematic Research
Personalization has spread beyond personal lines to both life and commercial insurance. All personal lines - motor, household, travel, and pet - have products with some personalization angle. It has taken longer in commercial insurance, but the scale of savings possible through fleet telematics and more flexible working brought on by the gig economy has driven progress. Meanwhile, the COVID-19 pandemic has also accelerated this trend. Global investment into the analytics theme within insurance saw record years in 2018 and...
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Thematic Analysis
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M&A in Tech, Media, and Telecom Industry, Top Themes in H1 2021 Presentation – Thematic Research
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). This report analyzes the disruptive themes that drove M&A activity across the technology, media, and telecoms (TMT) industry in the first six months of 2021.
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Thematic Analysis
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Regulation in Banking and Payment Industry – Thematic Research
Financial services providers carry a heavy compliance burden. It is not unusual for 50% of all spend by incumbent banks to be regulatory-driven. The pandemic has increased that cost further, as banks must now report on a wider range of metrics, while taking on entirely new tasks, such as disbursing government loans. Fair treatment has come into particular focus, with CEOs brought in front of US Senate hearings on a regular basis. This follows at least a five-year period in...
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Thematic Analysis
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M&A in Tech, Media, and Telecom (TMT) Industry, Top Themes in H1 2021 – Thematic Research
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). This report analyzes the disruptive themes that drove M&A activity across the technology, media, and telecoms (TMT) industry in the first six months of 2021.
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Thematic Analysis
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ESG (Environmental, Social, and Governance) in Oil and Gas – Thematic Research
Climate change measures will fundamentally alter the industry. The measures the Paris Agreement signee governments will take to discourage emissions and ensure the success of net-zero goals will render conventional oil and gas activity less and less viable. In the next decade, wherein hydrocarbon demand will not fall significantly, oil and gas companies should minimize losses to emissions-discouraging measures such as carbon pricing by altering processes across the value chain to reduce emissions. Oil and gas companies will need effective...
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Thematic Analysis
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ESG (Environmental, Social, and Governance) in Aerospace and Defense – Thematic Research
There is a growing focus on aerospace & defense companies adapting to and managing their environmental, social, and governance (ESG) risks. Challenges such as climate change and human rights concerns are receiving increasing global attention. Due to air travel carbon emissions, the aerospace & defense industry, in particular, has been under intense scrutiny. Aircraft engines are now responsible for up to 2% of the world’s carbon output, and aerospace & defense primes will continue to use more sustainable technology and...
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Thematic Analysis
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ESG (Environmental, Social, and Governance) in Financial Services – Thematic Research
The global pandemic has arguably done more for ESG awareness than it did for digital adoption. A dual health and economic crisis, in which the fate of individuals was dependent on how other people behaved, created a heightened sense of togetherness. This was visible not only in terms of virus transmission but economically, as banks realized that only by helping customers survive the crisis could they help themselves repair balance sheets. However, ESG remains highly problematic from a strategy and...
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Thematic Analysis
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ESG (Environmental, Social, and Governance) in Insurance – Thematic Research
With significant evidence that sustainable companies are likely to be more profitable in the long run, the case for environmental, social, and governance (ESG) action is strong in every industry. As institutional investors and underwriters of risk, insurers should use their size and influence to encourage ESG progress in other sectors. For insurers specifically, several trends will shape ESG strategies. These include the rise in global warming-induced severe weather events and COVID-19, which has worsened existing social inequalities. Insurance companies...
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Thematic Analysis
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ESG (Environmental, Social, and Governance) in Consumer Goods – Thematic Research
Environmental, social, and governance (ESG) is the most important theme for 2021 and the next 10 years. The climate emergency is becoming more apparent. Scientists predict severe, widespread, and irreversible effects if the world’s temperature rises by another degree this century. FMCG companies face unavoidable pressure from consumers. Companies must excel across all three aspects of ESG. Being a laggard in one ESG area will taint brand image and influence consumer decisions, despite progress in other areas. Many social and...
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Thematic Analysis
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Food and Drug Regulation in FMCG (Fast Moving Consumer Goods) – Thematic Research
Food and drug regulation refers to the legal and regulatory environment in which food and drug companies and consumers operate, which is controlled by local, regional, national, and international public bodies. For consumer goods, food service, and packaging firms, ongoing public conversations around health, for example, have resulted in several ‘sin’ taxes, which have directly implicated ingredient formulations, and even packaging sizes and formats. From a technology perspective, regulatory adherence and related needs for stronger oversight and informational access across...
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Thematic Analysis
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Banking Sector Scorecard, 2021 Update – Thematic Research
This report assesses the key themes that are transforming the banking market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future - and the companies that will falter as a result of their lack of investment in the key banking themes. In this report, we score the world’s leading banking players against the 10 themes that are impacting their industry the most. Our resulting thematic engine helps us identify...
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Thematic Analysis
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Climate Change – Thematic Research
Climate scientists overwhelmingly agree that the global economy must reach net-zero greenhouse gas (GHG) emissions by 2050 to ward off the catastrophic effects of climate change. Despite this scientific consensus, and despite broad agreement that climate change will disrupt every sector of the global economy, governmental action has not been sufficient to establish a path to net zero. Instead, non-governmental organizations and the private sector are stepping in, launching decarbonization initiatives that are driving down GHG emissions in virtually every...
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Thematic Analysis
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Telecom Convergence (2021) – Thematic Research
In an age of increasingly connected living, working, and playing, telecom operators are re-positioning themselves from conduits of commoditizing connectivity to all-round, end-to-end, and value-added digital service providers. Telecom convergence is the combination of various carrier-provisioned services within integrated solutions and portfolios, facilitated by different kinds of interconnected underlying access methods. These integrated telco propositions, both established and emerging, span the six categories represented in the telecom convergence services stack: fixed-mobile bundles; TV and content; automated home; smart mobility; health...
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Thematic Analysis
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Brexit in Insurance – Thematic Research
This report explores what the UK’s withdrawal from the EU means to insurers. It explores how in the midst of political uncertainty, some insurers prepared for a no-deal scenario. The report discusses regulatory changes brought about by the end of the transition period, as well as drivers that could play a role in the future at a time when the relationship between the UK and the EU is still not fully understood. The report also reviews the insurance lines that...
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Thematic Analysis
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Big Data in Insurance – Thematic Research
The COVID-19 pandemic hit investor confidence and halted business, which led to investments into big data declining, but it is a temporary decline and the theme remains critical to insurance. This report reveals that the value and volume of investment deals in the analytics theme in insurance dropped in 2020 after reaching record highs in both categories in 2019. This was heavily influenced by COVID-19, with economies around the world grinding to a halt and investor confidence dropping to extremely...
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Thematic Analysis
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Computer Vision in Insurance – Thematic Research
This report provides an in-depth analysis of the computer vision industry and the different ways computer vision technology is impacting the insurance value chain. It examines the technology’s impact across different lines of business and highlights the key players in the space utilizing computer vision within their operations.
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Thematic Analysis
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Regulation in the Automotive Industry – Thematic Research
The automotive industry is one of the most heavily regulated industries in the world. Regulation has transformed the industry. From the regulatory bodies’ early focus on safety – precipitated by Ralph Nader’s seminal work in the 1960s – there’s been a pronounced shift to looking at the environmental impact. This first theme was improving air quality by regulating exhaust and fuels; latterly the focus has shifted to limiting CO2 emissions to mitigate global heating. The regulation in automotive thematic research...
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