Markets NXT Insights

The latest industry intelligence, strategic trends, and market analysis from our global team of experts.

Latest Daily Insights

07 May 2026
Global Pulse 8 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The US-China Tech War Escalates: How Export Controls Are Reshaping the Global Technology Order

The US-China Tech War Escalates: How Export Controls Are Reshaping the Global Technology Order The …

07 May 2026
Market Decoded 8 min read Markus Weidemann | Principal Researcher, Insights Economy & Market Intelligence

The GLP-1 Weight Loss Revolution: How Obesity Drugs Are Disrupting Food, Retail and Healthcare

The GLP-1 Weight Loss Revolution: How Obesity Drugs Are Disrupting Food, Retail and Healthcare The …

07 May 2026
MarketsNXT Impact 8 min read Priya Venkataraman | Senior Market Foresight Analyst, Industrial & Technology Convergence

The Autonomous Vehicle Reality Check: What Is Actually Happening on Roads in 2026

The Autonomous Vehicle Reality Check: What Is Actually Happening on Roads in 2026 The autonomous ve…

07 May 2026
Global Pulse 7 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The Green Hydrogen Reckoning: Why the Economics Are Harder Than Promised

The Green Hydrogen Reckoning: Why the Economics Are Harder Than Promised Green hydrogen — hydrogen …

06 May 2026
Global Pulse 8 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The Ageing Population Economy: How Demographics Are Creating the Biggest Investment Opportunity of the 2030s

The Ageing Population Economy: How Demographics Are Creating the Biggest Investment Opportunity of …

Previous Industry Intelligence

06 May 2026
Market Decoded 7 min read Markus Weidemann | Principal Researcher, Insights Economy & Market Intelligence

The Water Scarcity Crisis: Why Water Is Becoming the New Oil in Global Investment

The Water Scarcity Crisis: Why Water Is Becoming the New Oil in Global Investment Water is the only essential commodity…

06 May 2026
MarketsNXT Impact 8 min read Priya Venkataraman | Senior Market Foresight Analyst, Industrial & Technology Convergence

The AI Hardware Arms Race: How the Competition for Compute Is Reshaping the Semiconductor Industry

The AI Hardware Arms Race: How the Competition for Compute Is Reshaping the Semiconductor Industry The defining feature…

06 May 2026
Global Pulse 7 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

India's Industrial Moment: Why the World's Largest Democracy Is Becoming the Next Manufacturing Superpower

India's Industrial Moment: Why the World's Largest Democracy Is Becoming the Next Manufacturing Superpower India's tran…

05 May 2026
Global Pulse 8 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The Nuclear Comeback: Why Governments and Tech Giants Are Betting Billions on Atomic Energy

The Nuclear Comeback: Why Governments and Tech Giants Are Betting Billions on Atomic Energy Nuclear power has been decl…

05 May 2026
Market Decoded 7 min read Markus Weidemann | Principal Researcher, Insights Economy & Market Intelligence

The Private Credit Boom: How Non-Bank Lenders Are Reshaping Global Capital Markets

The Private Credit Boom: How Non-Bank Lenders Are Reshaping Global Capital Markets Private credit — direct lending to c…

05 May 2026
MarketsNXT Impact 7 min read Priya Venkataraman | Senior Market Foresight Analyst, Industrial & Technology Convergence

The Solid-State Battery Moment: Why 2026–2028 Could Define the Next Decade of Energy Storage

The Solid-State Battery Moment: Why 2026–2028 Could Define the Next Decade of Energy Storage The electric vehicle indus…

05 May 2026
Global Pulse 8 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The Shipping Cost Shock: How Red Sea Disruptions and Port Congestion Are Repricing Global Trade

The Shipping Cost Shock: How Red Sea Disruptions and Port Congestion Are Repricing Global Trade Global shipping is the …

23 Apr 2026
Global Pulse 7 min read Isabelle Fontaine | Senior Analyst, Cross-Sector Equity & Market Intelligence

The Semiconductor Sovereignty Race: Why Every Major Economy Is Funding Its Own Chip Industry

The Semiconductor Sovereignty Race: Why Every Major Economy Is Funding Its Own Chip Industry The global semiconductor i…

23 Apr 2026
Market Decoded 7 min read Markus Weidemann | Principal Researcher, Insights Economy & Market Intelligence

Ozempic's Supply Chain: Why the World Can't Make Enough GLP-1 Drugs

Ozempic's Supply Chain: Why the World Can't Make Enough GLP-1 Drugs Semaglutide is simultaneously the most commercially…

23 Apr 2026
MarketsNXT Impact 7 min read Priya Venkataraman | Senior Market Foresight Analyst, Industrial & Technology Convergence

The Data Centre Energy Crisis: How AI's Power Hunger Is Reshaping Global Energy Markets

The Data Centre Energy Crisis: How AI's Power Hunger Is Reshaping Global Energy Markets In 2020, data centres consumed …