Thematic Intelligence
By GlobalData Thematic Intelligence
In this podcast, expert analysts at GlobalData, a leading data analytics company, offer their instant insights on the latest news items and examine key trends.
Thematic IntelligenceFeb 12, 2024
128. Boeing's troubles: What the company's turbulence means for the aviation sector
In this episode, Eve Thomas speaks to Andrew Charlton, Managing Director at Aviation Advocacy, about Boeing’s safety scandals and their implications for the wider aviation sector.
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Host: Eve Thomas
Guest: Andrew Charlton
127. US elections outlook: The impact of the results on the US economy
In this episode, Steven Blitz discusses the 2024 US elections: how third-party candidates can influence the results, what impact the results will have on the US economy, and what a united versus divided government could look like.
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Host: Carolina Pinto
Guest: Steven Blitz
126. Sustainability reporting standards: Challenges and their role in companies' ESG agendas
In this episode, Thomas and Chris discuss sustainability reporting standards: the challenges behind drafting them and how they fit in companies' ESG agendas. 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: Thomas Pothalingam Guest: Chris Papadopollous
125. Amnesty International: Human rights in Gaza
In this episode, Alex Blair speaks with Donatella Rovera, Senior Crisis Adviser at Amnesty International, about humanitarian concerns in Gaza and the supply of weapons to the Israeli Defense Forces.
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Host: Alex Blair
Guest: Donatella Rovera
124. Clean label and ultra-processed foods: Consumer perceptions and future innovations
In this episode, Rory and Hannah from GlobalData’s Consumer team discuss the perceptions, controversies, and opportunities around clean label products and ultra-processed foods.
Find out more about the trends and issues around ultra-processed foods here: https://www.globaldata.com/store/report/ultra-processed-foods-trend-analysis/
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Guests: Hannah Cleland, Rory Gopsill
123. Network APIs: Economic enlightenment or false dawn?
In this episode, Jerry and Gary discuss network APIs, what they are, which potential opportunities they bring, who are the key players, and what challenges they are facing.
Join our expert panel at our virtual Conference on 29th May (APAC) and 30th May (EMEA/US), featuring special guest appearances from Telefonica and Verizon. Can the industry cooperate at an unprecedented level and attract developers along the way? Let us guide you through the excitement and reveal the potential problems.
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Host: Martina Raveni
Guest: Jerry Caron, Gary Barton
122. AI Fraud: Impact on financial services
In this episode, Isaac Hanson
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Host: Isaac Hanson
Guest: Martin Rehak
121. Tech news breakdown: The UK criminalizes the creation of explicit deepfakes
In this episode, Patrick, Hugo, and Emma discuss some of their favorite articles written by the Thematic Intelligence team on Verdict. They discuss topics including the future of work and the criminalization of explicit deepfakes in the UK.
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Hosts: Emma Sturdee, Hugo Shapero, Patrick Mridha
120. China outlook 2024: Is economic growth masking a bigger structural problem?
In this episode, Rory Green discusses China’s 2024 economic outlook: how government stimulus is helping the economy, the effect of the US elections on the renminbi (CNY), and whether deflation in China will spread globally.
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Host: Carolina Pinto
Guest: Rory Green
119. WhatsApp in government: The impact on record-keeping
In this episode, Kris Cooper speaks to Tim Durrant, Programme Director at the Institute for Government, about how the use of messaging apps like WhatsApp by public servants is impacting governance and record-keeping.
To get a better understanding of the cybersecurity risks posed to governments, companies, and individuals sign up for our Cybersecurity webinar on Thursday, April 25th at 4PM GMT: https://globaldata.zoom.us/webinar/register/WN_fcyJDRYVSOKyIePYBbcWrA#/registration
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Host: Kris Cooper
Guest: Tim Durrant
118. Healthy no matter what: A look at the future of healthcare
In this episode, Tamen Jadad-Garcia talks about her new book ‘Healthy No Matter What’. She proposes a holistic approach to health when designing products and services. She also discusses an optimistic view on AI in the workspace and key health trends for 2024.
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Host: Aisha Lena U-K Umaru
Guest: Tamen Jadad-Garcia
117. AstroForge: Can space mining become a profitable business?
In this episode, Martina talks to Jose Acain, Co-founder and Chief Technology Officer (CTO) at AstroForge, about space mining: its opportunities, challenges, and future prospects.
If you are interested in the space industry, read our Space Economy report: https://www.globaldata.com/store/report/space-economy-theme-analysis/
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Host: Martina Raveni
Guest: Jose Acain
116. Green spending: Is the UK doing enough?
In this episode, Eve Thomas interviews guests from Greenpeace, The Climate Group, and Extinction Rebellion about the UK's green spending and priorities for ESG investments.
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Host: Eve Thomas Guests: Doug Parr, Helen Clarkson, Richard Ecclestone
115. Carbon offsets in action: What are they, who uses them, and why should we care?
In this episode, Christopher discusses carbon offsets: what they are, which sectors are using them, and whether all companies should adopt them.
Read our Carbon Offsets report:
https://www.globaldata.com/store/report/carbon-offsets-theme-analysis/
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Host: Martina Raveni
Guest: Christopher Papadopoullos
114. Disinformation: How technology has worsened the problem
In this episode, Amelia and Grace discuss how technology has exacerbated the problem of disinformation, how it is impacting business, and how companies can address the issue.
Sign up to our Geopolitics webinar on Thursday 21st March at 4 PM GMT for FREE here: https://globaldata.zoom.us/webinar/register/WN_PHu3xixRQyOQzu9n1JNg4Q#/registration
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Host: Carolina Pinto
Guest: Amelia Connor Afflick, Grace Fan
113. Tech M&A regulation: Is it the end for mega-mergers?
In this episode, Laura and Alexandra discuss the current landscape of mergers and acquisition (M&A) regulation in the tech sector and how a shift in regulators' attitudes will impact future M&A deals.
Read our latest tech M&A report
Available to Disruptor subscribers here: https://disruptor.globaldata.com/Analysis/details/thematic-intelligence-tech-ma-regulation
OR
On GlobalData's report store: https://www.globaldata.com/store/report/tech-mergers-and-acquisitions-regulation-theme-analysis/#:~:text=The%20Tech%20Mergers%20and%20Acquisitions,of%20the%20M%26A%20regulatory%20landscape.
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Host: Hugo Shapero
Guests: Alexandra Kamerling, Laura Petrone
112. MWC 2024 review: The impact of AI and ESG on the telecoms sector
In this episode, Emma and Patrick speak to David George and Gary Barton about their main takeaways from the 2024 Mobile World Congress (MWC) and the impact of AI and ESG on the telecoms sector.
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Hosts: Emma Sturdee and Patrick Mridha
Guests: David George and Gary Barton
111. Travel & Tourism: Key industry themes for 2024
In this episode, Monia Borawi discusses how the travel and tourism industry is accepting the AI revolution, the sustainability challenge in air travel, and the differences between personalization and premiumization.
Link to the Key travel and tourism themes for 2024 20th March: https://globaldata.zoom.us/webinar/register/WN_L0exafVKSAq9NhIlRg-ZJQ#/registration
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Host: George Trotter
Guest: Monia Borawi
#AI #ESG
110. Blockchain and cryptocurrencies: Regulation and institutional involvement
In this episode, we talk to consultant and economist Zack Michaelson about blockchain technology and how regulation is shaping the nascent cryptocurrency industry.
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Host: Isaac Hanson
Guest: Zack Michaelson
109. The US economy: How has recession been avoided?
In this episode, Steve delves into why the UK and Japan fell into recession, and how the US avoided it.
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Host: Will Tyson Guest: Steven Blitz
108. Towards net zero: Insights from the power, oil & gas, and mining sectors
In this episode, Martina and Amalia discuss the current state of sustainability commitments in the power, oil & gas, and mining sectors, and how companies are working to reduce their environmental impact.
Net Zero Strategies in the Mining Sector: https://www.globaldata.com/store/report/net-zero-strategies-in-mining-sector-theme-analysis/
Net Zero Strategies in the Power Sector: https://www.globaldata.com/store/report/net-zero-strategies-in-power-sector-theme-analysis/
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Host: Martina Raveni Guest: Amalia Maiden
107. From Ukraine to the Middle East: Military emissions and the ecological impact of war
In this episode, Alex Blair interviews Doug Weir, Director at the UN-backed Conflict and Environment Observatory (CEOBS) about the lack of emissions reporting by militaries and the impact of war on the environment.
See CEOBS' work on the military emissions gap, produced alongside researchers from various universities: https://militaryemissions.org/
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Host: Alex Blair Guest: Doug Weir
106. Generative AI: An outlook for 2024
In this episode, Patrick and Emma speak to Charlotte and Beatriz about their upcoming quarterly GenAI newsletter. They discuss topics such as Cisco's partnership with Nvidia, ChatGPT updates, and 2024's killer app.
Interested in the GenAI newsletter? Become a GlobalData Technology Intelligence Center subscriber today to ensure your enterprise is ready for the latest developments in GenAI and more: https://www.globaldata.com/industries-we-cover/technology/
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Hosts: Emma Sturdee, Patrick Mridha
Guests: Charlotte Dunlap, Beatriz Valle
105. Greenwashing: The decline in ESG investment funds
In this episode, Kris Cooper speaks to behavioral economist David Lewis about the recent decline in the number of ESG-related investment funds, the SEC ruling that caused it, and what this tells us about greenwashing in finance.
GlobalData ESG 2.0 report: globaldata.com/store/report/esg-2-theme-analysis/
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Host: Kris Cooper, Reporter, GlobalData
Guest: David Lewis, President, BEworks Research Institute
#ESG #greenwashing #investment
104. Global M&A deals in 2023: The top deals by theme and sector
In this episode, Emma speaks to Sapana and Christopher about the top M&A deals in 2023, broken down by themes and across sectors. The energy sector was the sector with the highest M&A deal value, with ESG being the top theme driving M&A activity in 2023. Expect to hear expert acquisition insights and ESG analysis.
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Host: Emma Sturdee
Guests: Christopher Papadopoullos, Sapana Maheria
103. Elections outlook 2024: The US, Taiwan, and more
2024 is an unprecedented election year, with over 40% of the world’s population eligible to vote. Elections have already taken place in Taiwan and Bangladesh, with more to come in the US, UK, India, Indonesia, and Mexico. In this episode, Christopher discusses the potential impacts of this year’s elections on businesses and investors.
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Host: Carolina Pinto
Guest: Christopher Granville
102. Synthetic biology: Uncovering the biotech revolution
In this episode, Isabel Al-Dhahir discusses what synthetic biology is, the main sectors using it, the regulatory framework surrounding it, and which countries are at the forefront of the technology.
You can find our Synthetic Biology report here: https://www.globaldata.com/store/report/synthetic-biology-theme-analysis/
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Host: George Trotter
Guest: Isabel Al-Dhahir
101. The IEA: how to approach the global energy transition
In this episode, thematic reporter Eve Thomas interviews Tim Gould, Chief Energy Economist at the International Energy Agency, about emerging energy transition technologies and COP28 pledges.
100. Tech predictions 2024: AI, batteries, and 3D printing
In this episode, our thematic analysts discuss their Tech, Media, and Telecoms (TMT) predictions for 2024 including AI, batteries, and 3D printing.
Sign up to the webinar for FREE here: https://globaldata.zoom.us/webinar/register/WN_8zVb9XsHRL20RTntH9UhSw#/registration
Find us on LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/
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Host: Hugo Shapero, Patrick Mridha
Guest: Emma Christy, Aoife McGurk, and Yonja Ozbengu
99. COP28: Insights on the climate crisis
In this episode, Alex Blair and Kris Cooper speak to climate bodies, carbon accounting organizations and energy companies for insights into COP28 and the wider issues around climate change.
GlobalData Thematic Intelligence 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 (in order of appearance):
- Alex Blair
- Kris Cooper
Guests (in order of appearance):
- Nick Wayth, CEO, The Energy Institute
- James Parker, Sustainability Lead, Minimum
- Andrew Griffiths, Director, Planet Mark
- Adel El Gammal, Secretary-General, European Energy Research Alliance
- Gareth Redmond-King, International Lead, Energy & Climate Intelligence Unit
- Fabian Koehler, Senior Vice President of Road Logistics and Customs for the Middle East, Kuehne & Nagel
- Caitlin Swalec, Programme Director for Heavy Industry, Global Energy Monitor
- Charles Jiang, Vice-President, LONGi
- Ellie Kinney, Military Emissions Campaigner, The Conflict and Environment Observatory
#COP28 #climate #energy
98. The US economy: Is the current level of US federal debt sustainable?
In this episode, Steven discusses the sustainability of US debt and his predictions for 2024. He predicts that the US economy will experience a mild recession, followed by a swift recovery when the Federal Reserve (FED) comes to the rescue.
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Host: Will Tyson
Guest: Steven Blitz
97. Emesent: LiDAR and automation in the mining sector
In this episode, Stefan speaks about the origin of his company Emesent, a LiDAR mapping and data analytics solutions provider. Together they discuss what challenges the company is helping overcome in the mining sector, some real-world use cases, and how the future of mining will look like with the help of automation.
GlobalData Thematic Intelligence LinkedIn: https://www.linkedin.com/company/globaldatathematicresearch/
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Host: George Trotter, Martina Raveni
Guest: Stefan Hrabar
96. Top Tech news: OpenAI, the AI summit, and advertising on X
In this episode, Emma, Patrick, and Hugo return to discuss the top tech headlines of the month including OpenAI, the AI summit, and advertising on X.
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Hosts: Emma Sturdee, Hugo Shapero and Patrick Mridha.
95. Sustainable festivals: The drive towards net zero
In this episode, Armin discusses how festivals can become more sustainable, based off his own experience of organizing one of Hungary's biggest techno festivals for the last six years.
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Host: Shabnam Pervez
Guest: Armin Ferenci
94. China Trade Shock 2.0: The effect of US-China sanctions on tech manufacturing
In this episode, Rory discusses how US-China sanctions and a change in China’s growth model, towards more advanced technologies, will impact global tech supply chains.
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Host: Carolina Pinto
Guest: Rory Green
93. Batteries: the 21st century's oil barrels
In this episode, Thomas discusses how the availability of critical minerals will impact the battery industry, how significant they are to the EV market, and the latest technologies in the sector.
Link to the batteries webinar 16th November: https://www.globaldata.com/webinars/upcoming/batteries-the-21st-centurys-oil-barrels/
92. Top Tech news: Meta earnings, the Activision Blizzard acquisition, and Ray-Ban Wayfarers
This is Top Tech: your monthly tech news roundup.
Join Thematic Analysts, Emma, Patrick, and Hugo as they offer their insight, analysis, and some humor about October's scariest tech themes 🎃.
This month we dive into Meta's latest success using AI AdTech, the impact of Microsoft's acquisition of Activision Blizzard on the consumer, and recent developments in the metaverse marketplace.
91. ESG in 2023: Conference round-up
In this episode, Amalia and Martina discuss their main takeaways from recent ESG conferences, focusing on how technology will support changes in ESG reporting.
Hosts:
Amalia Maiden - Thematic Analyst, GlobalData
Martina Raveni - Thematic Analyst, GlobalData
90. Beyond GenAI: Game-changing AI innovations
In this episode, Adarsh and Sourabh discuss what are the game-changing innovations in AI after Generative AI.
Here is the link to the 'What are the game-changing innovations in AI after Generative AI?' webinar: https://www.globaldata.com/webinars/past/what-are-the-game-changing-innovations-in-ai-after-generative-ai/
89. Gen Z: The most disruptive generation ever
In this episode, Amna and Martina discuss Gen Z, what trends define them, the challenges they face, and how technology plays a crucial role in their lives.
Here is the registration link for the Gen Z webinar: https://globaldata.zoom.us/webinar/register/WN_TeHcCnROQNG2RFJj8-dB6A#/registration
Time/Date: 4 pm GMT 30 November
Speakers: Michael Orme, Martina Raveni, Amna Mujahid.
88. Biometrics explained: Applications, bad actors, and AI implications
In this episode, Emma talks to Anthony Lam, the Head of Product at iProov about biometrics, what it is, where it can be used, bad actors, and the future impact of generative AI on identification.
87. The US economy: Are the BRICS a threat?
In this episode, Steve discusses the likelihood of a new global reserve currency led by the BRICS and the resilience of the US economy.
86. Shaping Tomorrow: ESG in Business with Simon Mundy
In this episode, Simon Mundy discusses the future of ESG for businesses, and the important role that policy will play in changing corporate attitudes towards sustainability.
85. US-China tech war: Taiwan's role in reglobalization
In this episode, Rory discusses how US-China competition is leading to reglobalization and its effects on Taiwan.
84. AI: Tech trends in fashion
In this episode, Shabnam discusses the key technological trends in fashion, giving insights into how AI will affect the industry.
Report: https://www.globaldata.com/store/report/impact-of-generative-ai-in-retail-and-apparel-theme-analysis/
For disruptor clients: https://disruptor.globaldata.com/Analysis/details/thematic-research-ai-in-retail-apparel
83. ESG Digest: A look at this month's big events
In this episode, Amalia and Martina look at recent news headlines from each of the three ESG themes and discuss how they are creating waves around the world.
82. A healthcare revolution: Precision and personalized medicine
In this episode, Sonnika discusses the latest trends from clinical trial research in precision and personalized medicine, and how it has revolutionized the treatment landscape in various therapy areas.
Link to report: https://www.globaldata.com/store/report/precision-and-personalized-medicine-clinical-trials-insight-analysis/
81. The latest on gen AI: Partnerships, regulation and more
In this episode, Charlotte and Beatriz discuss all the latest developments in generative AI like regulation and new partnerships.
Newsletter for clients: https://technology.globaldata.com/Analysis/details/Generative-AI-Watch-Enterprise-Newsletter128969
80. Asia-Pacific FDI: Trends Unveiled
In this episode, Glenn discusses foreign direct investment (FDI) focusing on the key trends in the Asia-Pacific region, the themes impacting investment, and who the major investors are.
Link to free report: https://www.investmentmonitor.ai/news/fdi-into-the-asia-pacific-region-in-2022/
79. Generative AI: The data proving it has substance over hype
In this episode, Adarsh discusses the data showing why generative AI is more substance than hype.