Key Analysis

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Low Price Climate To Drive Consolidation

Australian and Brazilian iron ore producers will continue to drive global iron ore production, while Chinese firms will lose market share due to their position at the higher end of the cost scale.

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Joining The Dots: Our Key Themes

Several key themes link the many long-term (10+ year) economic and political trends that we have been promoting. Two of the most important include developed market populism and ageing demographic...

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Emerging Markets Key Themes Chartpack - Q316

Emerging markets (EMs) are slowly recovering following extremely testing times in recent years. We expect several key themes to play out over the coming quarters. EMs will outperform developed...

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