Thematic Intelligence

In this episode, Investment Monitor Editor Eugenia Perozo reports from the SelectUSA Investment Summit — the US's biggest annual FDI event. She captures talks and interviews delegates about how the prospective tariffs and emerging technologies will shape the global investment outlook. Featured in the episode are:Kevin Hassett, Director of the US National Economic CouncilEd Brzytwa, VP of International Trade at the Consumer Technology AssociationKevin Stitt, Governor of OklahomaYvonne Bendinger-Rothschild, Executive Director of the European American Chamber of Commerce New YorkBarry Broome, President and CEO of the Greater Sacramento Economic CouncilMike Dunleavy, Governor of AlaskaRene Haas, CEO of ARM HoldingsGlobalData report: Tariffs and Trade Wars Executive Briefing (Second Edition)Find us on LinkedIn: GlobalData Strategic IntelligenceTo understand how to use our Themes product please contact us⁠: ⁠⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠⁠ / +44 (0) 207 406 6764#FDI #investment #tariffs #AI

In this episode, Adrian discusses the growing demand for data center capacity for AI development. He also explores the challenges behind the construction of AI data centers, tackling everything from the physical building to issues with energy efficiency and cooling.GlobalData's Decarbonizing AI Framework here: https://www.globaldata.com/store/report/globaldata-ai-governance-theme-analysis/Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Martina RaveniGuest: Adrian Barker

In this episode, Thomas discusses the future of reporting and transparency requirements, carbon pricing, and state support for low-carbon industries.GlobalData's Navigating Climate Regulation report here: https://www.globaldata.com/store/report/navigating-climate-regulation-theme-analysis/Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Martina RaveniGuests: Thomas Pothalingam

In this episode, ​Douglas Blakey, GlobalData's Banking and Payments Group Editor, speaks to Celent's Zilvinas Bareisis, Curinos' Olly Downs, Synechon's Ryan Cox, and KPMG's Andrew Ellis about the current AI landscape in retail banking, barriers to adoption, and the future of the technology in the sector.GlobalData Generative AI in Banking report: globaldata.com/store/report/generative-ai-in-banking-theme-analysisFind us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Douglas Blakey, Banking and Payments Group Editor, GlobalDataGuests:Zilvinas Bareisis, Head of Retail Banking & Payment Research, CelentOlly Downs, Chief Technology & AI Officer, CurinosRyan Cox, Global Head of AI, SynechronAndrew Ellis, US Consulting Sector Lead, KPMG#AI #artificialintelligence #AIinbanking #retailbanking

In this episode, Piergiorgio discusses how machine learning and generative AI can drive revenue growth and direct bookings in the hospitality sector. Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Martina Raveni Guests: Piergiorgio Schirru

In this episode, Isabel, Bill, and Rory discuss China's tech industry, the ambitious government policies shaping it, and the geopolitical tug-of-war that is threatening it. China Tech report: https://www.globaldata.com/store/report/china-tech-theme-analysis/ Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Themes product please contact us⁠: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Isabel Al-DhahirGuests: Bill Rojas, Rory Green

In this episode, Abe Eshkenazi, CEO of the Association for Supply Chain Management, discusses the recent upheaval that global supply chains have faced, the impact that the new US tariffs may have on them, and how businesses can adapt.​GlobalData Tariffs and Trade Wars Executive Briefing (First Edition): globaldata.com/store/report/tariffs-and-trade-wars-theme-analysisFind us on LinkedIn: linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Themes product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Stu RobartsGuest: Abe Eshkenazi#supplychains #tariffs #trade

In this episode, Rob Pritchard talks about small and medium-sized enterprises (SMEs) in the tech sector in the UK. He discusses the state of the market, key players, and how SMEs are driving economic growth.Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764  Host: Archie SewellGuest: Robert Pritchard

In this episode, Christopher discusses last week's Liberation Day, examining the rationale, reaction, and consequences of the Trump administration's tariff announcement.For our clients, you can find more TS Lombard analysis under Macro themes across GlobalData's Intelligence Centers. For the Tech IC

In this episode, Clarice discusses the future of the energy transition in North America amid the shifting political landscape.Energy Transition in North America webinar link: https://globaldata.zoom.us/webinar/register/WN_aM89LoyeTBqHea0S0Vpy0Q#/registrationFind us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764Host: Emma SturdeeGuests: Clarice Brambilla

In this episode, David Allison, Head of Product and Planning at MG Motors UK, discusses the reinvention of the historic carmaker as a leader in EVs, and Al Bedwell outlines the landscape of the wider EV market.GlobalData EV Market Trends and Analysis by Region, Body Type, Category, Source, Key Players and Forecast to 2035: https://www.globaldata.com/store/report/ev-market-analysis/Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Themes product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Frankie YoudGuests: David Allison, Al Bedwell

In this episode, Martina attends the 22nd Annual International Hotel forum to discuss sustainability in the travel and tourism industry, talking to experts about key sustainable technologies, and the challenges to implementing sustainable practices.Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764Host: Martina RaveniGuests:Renée Nicole Wagner, Corporate Director ESG & Quality Management, Orascom Hotels ManagementSergio Guerreiro, Senior Director, Turismo de Portugal & Member of Statistics Committee, UNWTONicholas Wyatt, Head of R&A Travel and Tourism, GlobalData

In this episode, Martina attended the 22nd International Hotel Technology Forum and talks to industry experts about how AI, robotics, and other emerging technologies are shaping the hospitality industry, as well as the financial and operational challenges around tech adoption.Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764Host: Martina RaveniGuests: Dennis Dehring - Member of the Executive Board, Giobotics Diogo Vaz Ferreira - Head of Commercial, Clink HostelsMarkus Mueller - Managing Director, GauVendi

In this episode, Carolina attends the 22nd Annual International Hotel Technology Forum in Portugal and talks to industry experts about market trends and tech adoption in the hospitality industry.Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/To understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764Host: Carolina PintoGuests: Ryan Haynes - Director and Lead Consultant, Haynes MarComsHaijing Li - Market Director – Southern Europe, Trip.comTed Horner - Freelance Consultant, E Horner & Associates

In this episode, Simon McDougall, Chief Strategist for Privacy and AI at ZoomInfo and Senior Adviser to Bristows, discusses how AI is being regulated in the UK and around the world, its ramifications for businesses, and how regulation is likely to change in the future.#AI #artificialintelligence #regulationGlobalData report: AI Executive Briefing (Sixth Edition) Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Themes product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Lara WilliamsGuests: Simon McDougall

In this episode, David Bicknell and David George discuss their recent trip to Barcelona to attend the 2025 Mobile World Congress (MWC) conference. They talk about recent developments in digital twins, wearable technology, cybersecurity, and AI. Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Strategic Intelligence product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Romilly LeechGuests: David Bicknell and David George

In this episode, Costanza discusses the future of TV and entertainment, exploring the media landscape and the key trends shaping the industry.Join the Media Webinar here: https://events.zoom.us/ev/AsV725Kf0FrfPrGVAK28uqZJvj0GR4TNKBGU7fBUmZoVg21wsvu1~AkyvHY8coaOM0NocBsZxHIrYUwf4aQgP_xko45fWT5HrOUBCSkedFwih0Q Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/To understand how to use our Themes product, please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764Host: Martina RaveniGuest: Costanza Barrai

In this episode, ahead of International Women's Day 2025, Beth Paretta, VP of Sporting in Formula E, discusses the growth of women's sport and motorsport, what's needed to maintain that growth, and some of the challenges still faced.​#womeninsport #bethparetta #formulaeGlobalData report: Women in Sport (2025)Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Strategic Intelligence product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Stu RobartsGuests: Beth Paretta

In this episode, Steve discusses the potential impact of the Trump administration's domestic and foreign policy decisions on the US economy, the trade and federal deficits, and US federal institutions.Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/To understand how to use our Themes product, please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764  Host: Carolina PintoGuest: Steven Blitz

In this episode, Laura talks the various AI regulatory approaches currently in place, evaluating their focus and strengths. She also discusses the debate in AI regulation around risk versus innovation.The Global AI Regulatory Landscape report: https://www.globaldata.com/store/report/ai-regulatory-landscape-theme-analysis/Find us on LinkedIn: ⁠⁠linkedin.com/company/globaldatastrategicintelligence⁠⁠To understand how to use our Strategic Intelligence product, please contact us: ⁠⁠⁠customersuccess.strategic@globaldata.com⁠⁠⁠ / +44 (0) 207 406 6764Host: Martina RaveniGuest: Laura Petrone

In this episode, Daniel Farber, Sho Sato Professor of Law at the University of California, Berkeley, and author of 'Contested Ground: How to Understand the Limits on Presidential Power' (UC Press 2021) discusses the limits of power for US President Donald Trump and how his actions are testing the government's system of checks and balances.GlobalData US Elections Executive Briefing (Third Edition) - Trump 2.0 Policy Impacts⁠: globaldata.com/store/report/usa-elections-theme-analysis-executive-briefing-v3/Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Strategic Intelligence product, please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Eugenia PerozoGuest: Daniel Farber

In this episode, Patrick and Aidan talk about DeepSeek: what it is, how much it cost, and what impact it's having on the tech industry. They also discuss how the emergence of this latest AI model is affecting US-China tech competition.To find out more about DeepSeek read our most recent deep dive

In this episode, Rob and Gary discuss GlobalData's ESG predictions in the tech sector for 2025. They talk about how Trump 2.0 will impact ESG, sustainability concerns about AI, and more.Find us on LinkedIn: ⁠linkedin.com/company/globaldatastrategicintelligence⁠To understand how to use our Themes product please contact us: ⁠⁠customersuccess.strategic@globaldata.com⁠⁠ / +44 (0) 207 406 6764Host: Archie SewellGuests: Rob Pritchard and Gary Barton

In this episode, Marco Forgione, Director General of the Chartered Institute for Export & International Trade, and William Bain, Head of Trade Policy for the British Chambers of Commerce, discuss the sweeping tariffs planned by the new Trump administration in the US and their ramifications for trade around the world. GlobalData webinar: Trump shaking up the world (20/05/2025) GlobalData Report: US Elections Executive Briefing (Third Edition) - Trump 2.0 Policy Impacts Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠ To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764. Host: Stu Robarts Guests: Marco Forgione, William Bain

In this episode, Carolina goes through the tech industry's main net zero strategies, how AI and data centers are increasing greenhouse (GHG) emissions, and whether Big Tech are doing enough to reach their ambitious net zero targets. Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatastrategicintelligence/⁠ To understand how to use our Themes product please contact us: ⁠customersuccess.strategic@globaldata.com⁠ +44 (0) 207 406 6764    Host: Thomas Pothalingam Guest: Carolina Pinto

In this episode, Fiona and Manasi discuss the largest talking points at the 2025 JP Morgan Healthcare Conference, including 2025's investment outlook in biotech, the BIOSECURE Act, and GLP-1 agonists. Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/ To understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764    Host: Carolina Pinto Guest: Fiona Barry, Manasi Vaidya

In this episode, Emma is joined by Alice and Hannah from GlobalData's consumer team to discuss the upcoming trends in the consumer sector for 2025.  Find us on LinkedIn

In this episode, Rory Green discusses China's economic outlook for 2025: how fiscal support will boost domestic consumer demand, the impact of Trump's trade tariffs on the Chinese economy, and how China will respond to the tariffs. Find us on LinkedIn: https://www.linkedin.com/company/1080017/admin/dashboard/ To understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764    Host: Carolina Pinto Guest: Rory Green

In this episode, our Strategic Intelligence analysts discuss their tech predictions for 2025 focusing on AI, autonomous vehicles, and the future of gaming. You can find our Tech Predictions 2025 report, below: For our Disruptor clients

In this episode, Nimrah, Aidan, and Sophie discuss ESG trends and predictions going into 2025. They discuss changing attitudes to ESG, the importance of critical minerals to the energy transition, and how companies balance operational needs to meet ESG targets. You can find our Tech Predictions 2025 report, below: For our Disruptor clients

In this episode, Romilly and Patrick discuss the next 10 years in the industrial sector, looking at how robotics, autonomous vehicles, and AI will transform the aerospace, defense, automotive, and construction industries. Read our Future of Industrials report here

In this episode, Archie speaks to Bill Rojas about developments in the satellite market, how technology is advancing the secure transfer of satellite data at high speeds, and which sectors will benefit the most from high-speed data communications. Find us on LinkedIn

In this episode, Thomas talks to Clarice, Rob, and Chris about COP29, whether the conference went unnoticed and the main takeaways for the tech sector. They also discuss the support for hydrogen, climate finance pathways, and the impact of carbon markets on enterprises. Find us on LinkedIn

In this episode, Christopher and Steven discuss Trump's approach to stimulate gross economic growth, and the real-world implications of tax cuts, tariffs, and deregulation on the US and the global economy. To find out the impact of Trump's economic policy on specific sectors, read the latest update to our US Elections 2024 Executive Briefing! For our Disruptor clients

In this episode, Romilly and Emma discuss the next 10 years in leisure, looking at how AI and augmented reality (AR) will transform the sport, media, and travel and tourism industries. Read our Future of Leisure report here

In this episode, Beyza speaks to Zeyd Anwar, Co-founder of Cobrief, about developments in legaltech, how technology is reshaping the legal sector, how attitudes to tech are changing, and some key factors impacting legaltech adoption. For more, read our Legaltech report

In this episode, Christopher and Grace discuss the implications of the 2024 US elections on businesses and the global economy, addressing the differences and similarities in domestic and foreign policy between Donald Trump and Kamala Harris. Sign up to our webinar Wednesday, 30th October, 2024 at 4 pm GMT for FREE

In this episode, Thomas and Martina discuss how climate change disrupts tech supply chains and how companies can mitigate the impact of climate-related disruptions.​ Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/ To understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764 Guests: Thomas Pothalingam, Martina Raveni

In this episode, Amna discusses what the creator economy is, which trends are shaping the social media space, and how brands can harness the creator economy and influencer marketing. Find us on LinkedIn: https://www.linkedin.com/company/globaldatastrategicintelligence/ To understand how to use our Themes product please contact us: customersuccess.strategic@globaldata.com +44 (0) 207 406 6764 Host: Martina Raveni Guest: Amna Mujahid

In this episode, Thomas speaks to Rob Pritchard about the importance of diversity, equality, and inclusivity (DEI) in UK telecommunications companies, how diversity is changing the workplace, and what is driving this change. Find us on LinkedIn: HERE To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Host: Thomas Pothalingam Guest: Rob Pritchard

In this episode, Romilly and Emma discuss the next 10 years of the financial services (FS) industry, looking at how AI and quantum computing will transform the FS companies of the future. For more insights on the future of the FS sector, read our latest report here

In this episode, Rory Green discusses how China's worsening demographics, debt overhang, and deflating property market may cause the Chinese economy to fall into a period of Japanification. Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/  To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764  Host: Carolina Pinto Guest: Rory Green

In this episode, Aisha explores the social aspect of ESG, how companies can assess their impact and performance on social factors, and why it's important for them to do so.​ Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/ To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Host: Martina Raveni Guests: Aisha U-K

In this episode, Eve Thomas speaks to experts from the World Health Organization (WHO) and the International Federation of Red Cross and Red Crescent Societies (IFRC), about the current mpox outbreak to understand who is at risk, how it should be tackled, and what the challenges are around containing and treating the virus. Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/ To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Host: Eve Thomas Guests: Bronwyn Nichol, Dr. Marc-Alain Widdowson

In this episode, Thomas speaks to Ami Daniel, Co-founder and CEO of Windward, about the benefits of artificial intelligence (AI) solutions in the maritime and shipping industry. Read GlobalData's AI reports here

In this episode, Romilly and Emma discuss the next 10 years of the healthcare industry, looking at how robotics and 3D printing will transform the hospitals of the future. Find us on LinkedIn: ⁠https://www.linkedin.com/company/globaldatathematicresearch/⁠ To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Hosts: Romilly Leech and Emma Sturdee

In this episode, Sraddha speaks with Dr Nicholas Leach, a hurricane expert, and Ian M. Palao, an energy commodity risk professional, about the escalating threats posed by the intensified 2024 Atlantic hurricane season. Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/  To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Host: Sraddha Sabu Guest: Dr Nicholas Leach, Ian M. Palao

In this episode, Thomas interviews Pinky about her recently published ESG Framework report. They discuss what ESG disclosure frameworks entail, why corporate governance is vital to creating a comprehensive framework, and why companies should care about their ESG performance. Read GlobalData's ESG Frameworks report below: For our Disruptor clients

In this episode, Thomas interviews Charlotte and Beatriz about the competitive landscape in Large Language Models (LLMs), what factors determine who leads in LLMs, who these leaders are, and how they got to that position. Read GlobalData's LLM: Competitive Landscape Assessment below: For our Tech IC clients

In this episode, Greg Botwina, President of the Institute for Sport Governance (ISG), dissects why bids to host the Olympics have hit a historic low. Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/ To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764 Host: Alex Blair Guest: Grzegorz Botwina

In this episode, Steven Blitz discusses the recent Federal Open Market Committee (FOMC) meeting: why the Fed decided to hold interest rates, whether that was a mistake, and how the rising unemployment rate may signal a weakening US economy. Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/ To understand how to use our Themes product please contact us: customersuccess.thematic@globaldata.com +44 (0) 207 406 6764    Host: Carolina Pinto Guest: Steven Blitz