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  1. Can Industrial Automation Software Weather Tough Times?

    Can Industrial Automation Software Weather Tough Times?

    Cambashi highlighted the interesting key trends in the market: 1) Energy and labour cost inflation, grid upgrades, and supply chain digitalization could continue driving ongoing software demand. 2) Software penetration of construction workers & managers continues to present Building Information Modeling (BIM) opportunities. 3) The Manufacturing Operations Management (MOM) market and Industrial IoT/connected applications space continues to face positive outlook.

  2. Fiber, Meet DOCSIS4.0 – Cable operators transition to the next technology generation

    Fiber, Meet DOCSIS4.0 – Cable operators transition to the next technology generation

    Cable investors have not only faced operators' broadband subscriber growth evaporating over the past 5 quarters, but also debates over the cost and effectiveness of upgrading Cable operators' hybrid fiber-coax ("HFC") plants to the next generation of network technology, DOCSIS4.0. Douglas Mitchelson and Grant Joslin examine the current state of the DOCSIS ecosystem through interviewing cable industry suppliers and executives, attending industry shows, and touring a large cable operator's Network Operations Center.

  3. Living the Lux Life – Entering a New Dawn

    Living the Lux Life – Entering a New Dawn

    While luxury may be more resilient than other consumer categories, growth is being intensely scrutinized. Entering an uncertain macro period could likely mean a potential near-term risk to consumer habits and spending. Therefore, we believe companies that have a diverse portfolio, strong brand equity, and a higher exposure to soft luxury, as it is typically more defensive in a downturn vs. hard luxury, will be better positioned in the near term.

  4. Is the Inflation Reduction Act a Tipping Point in Climate Action

    Is the Inflation Reduction Act a Tipping Point in Climate Action

    Insights from 25-plus Credit Suisse research teams around the world reveal how the IRA impacts clean energy, utilities, oil & gas, industrials, passenger and commercial transport, metals & mining, buildings, and renewable/battery global supply chain.

  5. Is Single Family Rental Rate Growth Decelerating in the Back Half of 2022?

    Is Single Family Rental Rate Growth Decelerating in the Back Half of 2022?

    The September run-up in interest rates currently has the conventional 30-year mortgage rate trending near 6.5%.

  6. A Glimpse into the US Franchise World

    A Glimpse into the US Franchise World

    To assess the state of US franchise systems, we leverage franchise disclosure documents and  other industry data sources to look at quantitative and qualitative factors including unit economics, franchisee to franchisee valuation metrics, interest in growth from franchisees, development incentives, category dynamics, investment costs and US franchise closures. Our focus is on US franchise brands, noting company-owned brands have more control over unit growth outlooks.

  7. Is Co-living The Next Big Thing in the ASEAN Property Sector?

    Is Co-living The Next Big Thing in the ASEAN Property Sector?

    Co-living benefits from rapid urbanization. Additionally, a young population (median age of 30) and a millennial population are sustaining an evolving housing demand impacted by weakening affordability.

  8. Reducing Gas Consumption Is Key for Upcoming Winter and Beyond

    Reducing Gas Consumption Is Key for Upcoming Winter and Beyond

    In our base case scenario, we estimate the European gas market faces a supply deficit of 35bcm and 41bcm in 4Q22E and 2023E, respectively. With EU gas storage levels now above 80%, draws from inventory should provide sufficient cover through the winter months. However, the situation is so tight that changes in the macro are likely to contribute to continued volatility in gas prices.

  9. Will Managing the U.S. Water Crisis Cost More Than a Trillion Dollars?

    Will Managing the U.S. Water Crisis Cost More Than a Trillion Dollars?

    Currently, 0.5% of all the water on the planet is potentially usable by people, animals, and plants. The planet's remaining fresh water is locked in the polar ice caps, in the soil, or irreversibly polluted.

  10. Will Canada's LNG Production Support New EU Demand?

    Will Canada's LNG Production Support New EU Demand?

    With an array of European officials (most recently a German contingent) looking to Canada for some potential energy solutions, we focus on Canada's LNG potential from a selection of existing projects along with some stock market exposure – primarily via US-related assets for several large energy infrastructure companies.