Research @ Citi
Citi
Categories: Business
Listen to the last episode:
The global industrials sector is being reshaped by a series of distinct — yet interrelated — tectonic shifts, with critical implications for industrial policy and corporate strategy. Rising protectionism, fallout from the war in Ukraine, lingering effects from the pandemic, technology disruption, and the green transition all make for a complex set of challenges — and opportunities. Join Lucy Baldwin and Martin Wilkie, Co-Head of Industrial Tech & Mobility at Citi Research, as they examine each of these shifts in detail and discuss what it will take to navigate them successfully.
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Previous episodes
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17 - Episode 16: Tectonic Shifts — The New Era for Industrial Policy Wed, 20 Nov 2024 - 0h
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16 - Episode 15: UK — Charting a Better Path Wed, 13 Nov 2024 - 0h
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15 - Episode 14: Trump 2.0 and the Markets Fri, 08 Nov 2024 - 0h
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14 - Episode 13: Money and Might — Financing the Future of Defense Wed, 23 Oct 2024 - 0h
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13 - Episode 12: The Evolution of Sustainable Investment Wed, 09 Oct 2024 - 0h
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12 - Episode 11: U.S. Consumer — Dining Out or Dining In? Wed, 25 Sep 2024 - 0h
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11 - Episode 10: What’s Next for Oil, Gold and Copper? Wed, 11 Sep 2024 - 0h
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10 - Episode 9: AI in Software — A Multiplier or Subtractor? Wed, 28 Aug 2024 - 0h
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9 - Episode 8: The Digital Transformation of the Global Economy Wed, 14 Aug 2024 - 0h
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8 - Episode 7: The Big Picture Across Africa Wed, 31 Jul 2024 - 0h
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7 - Episode 6: U.S. Consumer — What’s in the Cart? Wed, 17 Jul 2024 - 0h
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6 - Episode 5: How ETFs Will Earn More of Your Assets Mon, 01 Jul 2024 - 0h
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5 - Episode 4: Inflation, Jobs, and the Path to U.S. Rate Cuts Thu, 20 Jun 2024 - 0h
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4 - Episode 3: Is the U.S. Housing Market Broken? Wed, 05 Jun 2024 - 0h
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3 - Episode 2: Gridlock — The Global Power Problem Wed, 22 May 2024 - 0h
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2 - Research @ Citi: S1 Trailer Fri, 19 Apr 2024 - 0h
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1 - Year of the Dragon—China’s Place in the World Tue, 14 May 2024 - 0h