APAC M&A Unlikely to Increase Soon | Expand Your Perspective Newsletter

MediaTalk | Broadband by the Numbers

In this episode, MediaTalk host Mike Reynolds sits down with S&P Global Market Intelligence Kagan analyst John Fletcher to discuss which broadband providers still have room for growth in an age where broadband has very much become a utility. They also discuss how US providers plan to further close the digital divide, especially as federal dollars begin flowing into the system.

Economics & Country Risk | Economic impact of armed conflicts

The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key themes for 2024. Following Iran’s recent strike on Israel, we pose the question: What could an escalation mean for the global economy?

Surprises & Speedbumps: Investment Challenges in the Insurance Industry

Managing investments in the insurance industry is always a complicated balance between profitability, liquidity, risk mitigation, and a complex regulatory landscape. Those challenges are compounded in today's high interest rate environment, often in a counterintuitive way. 

US Power Forecast Q1'24: The net zero electric generation fleet comes into view

The potential for a carbon-free grid within the next two decades has been bolstered by the renewed decrease in prices for renewable energy generation, advancements in green technologies, and the accelerated implementation of US tax incentives. How close are we to net zero, and what further developments are required?

What do UK, US sanctions on Russia-origin metal mean for global nickel market?
On April 12, the US and UK governments imposed sanctions on Russia-origin metals for the country's invasion of Ukraine. To comply with the sanctions, the London Metal Exchange (LME) announced a ban on the delivery of Russia-origin nickel, aluminum and copper produced on or after April 13 into its warehouses. Click here to learn more >>

Residential loan surge pushes US life insurers' mortgage holdings to new heights
Mortgage loans held by US life insurers rose to new heights in 2023 based on aggregate dollar value and as a percentage of invested assets even as their exposure to CRE showed some incremental signs of weakening asset quality. Click here to learn more >>

Commercial Real Estate Chart Book: Weathering the Storm – April 2024

With the US commercial real estate market in the spotlight, our research team has compiled some key data and charts that highlight current trends for this asset class.  Click here to access the complete chart book >>

IM April 2024 – Gold projects drilled tumbles to 8-year low
With a strong start to 2024 drilling in January and February, the slump in all drilling metrics in March is a disappointment. Projects drilled were down 40% to 178, the lowest since May 2020, while drillholes were down 34% compared to February. Click here to learn more >>