The world has reached a unique moment. In my 40-plus years in business, I’ve never seen a time quite like the one we’re living through now.
This is a period marked by uncertainty. Households, the private sector and governments around the globe face an energy security crisis and climate change, food shortages,
high inflation, ongoing supply chain challenges, volatility in financial markets and a host of geopolitical risks.
In this first issue of Look Forward, our economists, analysts, researchers and data experts survey the current state of affairs and connect the dots to explain what it all means in an era of instability. The purpose of Look Forward is to help decision-makers in asset managers, asset owners, companies, multilateral institutions, nonprofit organizations and governments look beyond the near term and explore the trends that will shape our future.
Readers will benefit from the smart analysis of our cross-divisional Research Council at S&P Global, which produced this journal. The Council has identified six interconnected themes with the greatest potential for large-scale disruption well into the future.
The Council’s critical work, as you will read, is focused on energy security, climate and sustainability, technology and digital disruptions, supply chains, capital markets and geopolitical shocks. We have unique datasets and insights in all these areas, and we see the Research Council as a way to make sure that our insights deliver maximum impact to our customers and the markets.
In this age of turbulence and change, the following articles are designed to help navigate the path ahead.
The world has reached a unique moment.
In my 40-plus years in business, I’ve never seen a time quite like the one we’re living through now.
This is a period marked by uncertainty. Households, the private sector and governments around the globe face an energy security crisis and climate change, food shortages, high inflation, ongoing supply chain challenges, volatility in financial markets and a host of geopolitical risks.
In this first issue of Look Forward, our economists, analysts, researchers and data experts survey the current state of affairs and connect the dots to explain what it all means in an era of instability. The purpose of Look Forward is to help decision-makers in asset managers, asset owners, companies, multilateral institutions, nonprofit organizations and governments look beyond the near term and explore the trends that will shape our future.
Readers will benefit from the smart analysis of our cross-divisional Research Council at S&P Global, which produced this journal. The Council has identified six interconnected themes with the greatest potential for large-scale disruption well into the future.
The Council’s critical work, as you will read, is focused on energy security, climate and sustainability, technology and digital disruptions, supply chains, capital markets and geopolitical shocks. We have unique datasets and insights in all these areas, and we see the Research Council as a way to make sure that our insights deliver maximum impact to our customers and the markets.
In this age of turbulence and change, the following articles are designed to help navigate the path ahead.
To meet the crosscutting challenges defining the years ahead, a new pragmatism will emerge.
Structural changes to the global economy suggest higher prices and rates ahead.
Despite current economic and geopolitical crises, the energy transition is accelerating — but not fast enough to meet Paris Agreement climate goals.
A brutal series of shocks has left markets ill-prepared for the challenges of the future.
Women’s leadership styles position them well to guide organizations through the profound transformations ahead.
Rising rates and slowing economies mean the world’s high leverage poses a crisis risk.
Investments in adaptation must close the gap with mitigation financing to avoid the worst outcomes.
Few stakeholders will be shielded from the transformation of the automotive ecosystem.
Although the greatest disruption to containerized shipping supply chains since the dawn of the container era has begun to ease, risks remain high.
Digitization will improve efficiency and open new markets — but the revolution won’t happen overnight.
