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Expert analysis on trends, outlooks, and scenarios in your market and industry.

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China got more out of the meeting than Russia For a quick video summary of the […]
Innumerable factors could go wrong, but our base case foresees solid reconstruction and recovery Planning for […]
War in Ukraine
So where does the War in Ukraine go from here? Mark McNamee, Director, Europe at FrontierView […]
Fighting will continue until either Zelenskiy’s regime or Putin’s regime collapses Having already persisted for a […]
Notable spending cuts will have to be made as war spending is raised and prioritized Businesses […]
Western resolve continues to hold, resisting Putin’s pressure Over the course of 2023, investment and demand […]
While relatively unlikely, there are a large number of risks in the region—which could occur abruptly […]
The implications will become known in the coming weeks Firms need to plan for possible extreme […]
The war has reached its most dangerous moment thus far Firms need to brace for an […]
Ukraine’s successes open up several downside risks Firms need to prepare for a very difficult winter, […]
A turnaround on the battlefield or sanctions escalation by the West could cause massive Russian retaliation […]
Russia’s battlefield struggles make the use of a weapon of mass destruction more likely This proxy […]
Russia’s poor performance thus far in the war raises risk of resorting to a chemical or […]
Russian rubles
Despite increased likelihood of a diplomatic solution, a Russian invasion is still relatively probable As before, […]
Ukraine
Prepare for a weaker ruble and economic sentiment in 2022 Firms should be implementing contingency plans […]