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Industry Reports
Firm
Type
Automotive
February 2026
Automotive Industry Insights Winter 2026
Kroll
Research
19 Pages
2025 has been another year of muted growth for the automotive industry as global vehicle sales volumes are only expected to grow 1.5% to 90 million units by the end of the year. M&A activity in the automotive sector continued its decline in 2025.
Annual Report
January 2026
2026 Global Data Center Outlook
JLL
Research
9 Pages
JLL’s 2026 Global Data Center Outlook touches on how to navigate AI demand, power constraints and global opportunities in 2026.
Annual Report
January 2026
Luminate Releases 2025 Year-End Music Report
Luminate
Research
Luminate’s 2025 Year-End Music Report says 2025 in music was defined by a paradox: While global On-Demand Audio (ODA) streaming continued to climb, reaching a +10.3% growth rate in the first half of the year, the domestic U.S. market began to show unmistakable signs of a mature market slowdown.
Annual Report
January 2026
Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules
Nat Bullard
Research
200 Pages
Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.
Markets
January 2026
Quality Opportunities in Healthcare
GMO
Research
4 Pages
GMO describes healthcare as a sector where recent underperformance may be setting up a more interesting forward opportunity. Innovation remains the core engine, with growth tied to oncology, GLP 1 therapies, and vaccines, while demographics support demand.
Markets
January 2026
Biotech Investing
Verdad
Research
29 Pages
Dan Rasmussen and the Verdad team cover the strangeness of the biotech sector, the recent tribulations that have led to massive underperformance of the broader market, the important role played by specialist biotech funds, the factors that drive performance, how to manage risk, and, ultimately, a strategy for how to invest quantitatively in the biotech sector.
Annual Report
January 2026
Finding a New Longevity for Luxury
Bain & Company
Research
36 Pages
Bain and Company explains why luxury is shifting from a post boom normalization into a more selective growth era.
Annual Report
January 2026
How Platforms Are Colliding and Why This Will Spark the Next Era of Growth
BCG
Research
26 Pages
BCG published their annual video game report.
Markets
January 2026
US Utilities: 2025 Q4
Morningstar
Research
24 Pages
Morningstar explains why utilities finished 2025 as a market leader and why the setup could stay supportive in 2026.
Annual Report
January 2026
Biopharma Trends 2026
BCG
Research
12 Pages
BCG’s report on biopharma trends notes that biopharma’s average total shareholder return was 0% from 2021 to 2025, compared with 16% for the S&P 500. Over this five-year period, only 6 of the top 20 companies outperformed the S&P 500.
Alternative Assets
January 2026
Energy Predictions 2025
Research
11 Pages
Casey Handmer, founder of Terraform Industries, shared some energy predictions.
Housing
December 2025
The State of Housing (Un)Affordability in the US
Goldman Sachs
Research
16 Pages
Goldman Sachs analyzes how years of underbuilding and higher borrowing costs have eroded housing affordability in the United States.
Financial History
December 2025
Global Housing Returns, Discount Rates, and the Emergence of the Safe Asset, 1465 2024
Research
77 Pages
Boston College reconstructs centuries of housing returns and discount rates to understand how real estate and sovereign bonds evolved as core assets.
AI
December 2025
How Much Does AI Rhyme with shAle?
Carlyle
Research
9 Pages
Carlyle compares the current artificial intelligence compute boom with the shale energy investment cycle to ask how much history rhymes.
Market Outlooks
December 2025
Redfin’s 2026 Predictions: Welcome to The Great Housing Reset
Redfin
Research
23 Pages
Redfin outlines a 2026 housing outlook built around what it calls the Great Housing Reset.
Market Outlooks
December 2025
World Energy Outlook 2025
International Energy Agency
Research
44 Pages
International Energy Agency outlines how the global energy system is shifting while energy security and climate goals collide.
Market Outlooks
December 2025
Realtor.com 2026 Housing Forecast
Realtor.com
Research
22 Pages
Realtor.com Economic Research outlines its 2026 housing forecast, describing a steadier market that is still far from booming.
Markets
November 2025
The Gig Economy: Another Perspective on the Labor Market
Goldman Sachs
Research
16 Pages
Goldman Sachs takes a fresh look at the gig economy as a lens into a cooling United States labor market.
Markets
November 2025
Focus on fundamentals to bounce back
EY
Research
34 Pages
EY analyzes the 2025 biotech landscape, finding revenues stabilizing while financing and M&A remain subdued.
Markets
November 2025
Biopharma Market Update
Stifel
Research
101 Pages
Stifel reviews a broad rebound across biotech and pharma, noting that investor optimism and strategic deal-making have returned.
Markets
November 2025
The winter of our discontent: generative AI disrupts the entertainment industry content moat
J.P. Morgan Asset Management
Research
11 Pages
While the prior decade was defined by disruption in content distribution, Michael Cembalest believes the next decade will be defined by disruption in content creation, augmented by generative AI.
Energy
November 2025
The Energy Trade-Off
Gavekal
Research
6 Pages
Louis-Vincent Gave examines the trade offs between securing affordable, reliable energy and accelerating decarbonization.
Markets
September 2025
Biopharma Market Update
Stifel
Research
77 Pages
Stifel shared an update on the biopharma market.
Global Macroeconomics
August 2025
The New Joule Order
Carlyle
Research
27 Pages
Jeff Currie posits that energy security, rather than climate concerns, is now the primary driver of the global energy transition.
Markets
August 2025
Sick as a Dog
J.P. Morgan Asset Management
Research
31 Pages
J.P. Morgan examines why U.S. healthcare stocks trade at their lowest relative valuations in over three decades.
Markets
August 2025
US Auto Dealer Industry Report
Morningstar
Research
48 Pages
Morningstar covers the $1 trillion-plus auto dealership industry, touching on automobile industry trends, individual stocks’ economic moats, future outlooks, ESG considerations, and more.
Markets
August 2025
Global Defense Sector Landscape
Morningstar
Research
83 Pages
Morningstar outlines how geopolitical tensions and NATO budget targets are driving a new defense supercycle, reshaping procurement, investment, and industry structure.
Markets
August 2025
Myths and Lessons from a Century of American Automaking
Economic Innovation Group
Research
22 Pages
The author revisits the history of American automaking to challenge protectionist myths often used to justify tariffs and trade barriers.
Markets
July 2025
The Structural Solar Surge
Goldman Sachs
Research
15 Pages
Goldman Sachs analyzes the unprecedented global boom in solar power, which has become the fastest-growing electricity source in history.
Markets
June 2025
Unpacking the $15 Trillion Opportunity in Leisure Travel
BCG
Research
21 Pages
BCG covers the future of global leisure travel and forecasts it will triple in value, reaching $15 trillion by 2040.
Markets
June 2025
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
PIMCO
Research
11 Pages
PIMCO offers a measured outlook for commercial real estate amid persistent macroeconomic uncertainty—sticky inflation, tight credit, and geopolitical tension—highlighting pockets of regional resilience like Europe, Japan, and Australia.
Alternative Assets
May 2025
Will lower oil help the economy?
BCG
Research
16 Pages
BCG’s Macroeconomics & Energy groups answer the following questions.
Energy
May 2025
Energy Transition: Utilities and Electricity Grids
Deutsche Bank
Research
22 Pages
Deutsche Bank provides an overview of electricity and grid development, a summary of investment trends in grid expansion, capital expenditure requirements and regulatory developments, and the investment case for Utilities.
Markets
April 2025
Global Asset Management Report: From Recovery to Reinvention
BCG
Research
26 Pages
Boston Consulting Group outlines how the global asset management industry must transition from recovery into reinvention by innovating across product development, distribution, scale, and cost structure.
Markets
April 2025
Our 2025 Annual Consumer Trend Report
Forerunner
Research
98 Pages
Forerunner VC shares a comprehensive update on the state of the consumer, covering health and wellness, security, and Generative AI, and where they see investment opportunities around each of them.
Markets
March 2025
Heliocentrism
J.P. Morgan Asset Management
Research
55 Pages
J.P. Morgan’s “Eye on the Market” commentary titled Heliocentrism explores the growing dominance of AI and the “Magnificent Seven” tech stocks within U.S. equity markets.
Wealth Management
March 2025
Investment Company Fact Book
ICI
Research
154 Pages
The 2025 Investment Company Institute Fact Book provides a comprehensive snapshot of the global asset management industry.
Alternative Assets
March 2025
Is the Green Energy Transition Dead?
Bridgewater
Research
18 Pages
Bridgewater Associates argues that the global energy shift is not a true "transition" but rather an "energy addition," where renewables are expanding alongside—not replacing—fossil fuels.
Markets
February 2025
The Humanoid 100: Mapping the Humanoid Robot Value Chain
Morgan Stanley
Research
86 Pages
Morgan Stanley's report identifies 100 publicly traded companies poised to benefit from the rise of humanoid robotics.
Markets
January 2025
Biopharmaceutical Outlook for 2025
Stifel
Research
124 Pages
Stifel explains why biotech underperformed in 2024, what they predict for 2025, and what the current status is for biopharma capital markets activity.
Markets
January 2025
The State of Video Gaming in 2025
Research
224 Pages
Matthew Ball’s annual presentation on the state of video gaming covers the end of the 2011–2021 growth wave, the mobile marketplace, AR/VR projections, console/PC market growth & more.
Industry Reports
January 2025
Outlook for Private Markets 2025
Apollo
Research
78 Pages
Apollo’s private market outlook covers private equity, private credit, real estate, venture capital and more. There are four pages with commentary and the rest is comprised of charts.
Industry Reports
January 2025
Decarbonization: 2021, The Complex, Reagents
Nat Bullard
Research
200 Pages
Nathaniel Bullard's 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy.
Markets
September 2024
Latest in AI: Five clues to the future of AI in recent headlines
Deutsche Bank
Research
17 Pages
Deutsche Bank covers five AI themes and what they suggest about the future of AI.
Markets
July 2024
Obesity Market Review
Stifel
Research
340 Pages
Stifel published a huge research piece on the emerging market for pharmaceutical products for obesity, the consumerization of obesity drug buying via online telelhealth, and the secondary and tertiary effects of weight loss.
Alternative Assets
June 2024
2024 Statistical Review of World Energy
The Energy Institute
Research
76 Pages
This annual report covers the record year for energy in terms of both production and consumption, providing overviews of different energy sources - oil, natural gas, coal, nuclear, electric & more.
Markets
March 2024
Eye on the Market: Electravision
J.P. Morgan Asset Management
Research
56 Pages
Michael Cembalest reviews the progress and pitfalls in the global energy transition, particularly focusing on electrification, renewable deployment, and related infrastructure.
Alternative Assets
January 2023
Decarbonization: The long view, trends and transience, net zero
Nat Bullard
Research
141 Pages
Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change.