The slide shows the decline in IPOs and proceeds in the US and Canada, highlighting key stock exchanges, sectors, and notable IPOs.

Highlights recent IPOs and financing rounds in the warehouse automation sector, showing company performance and investment details.

Overview of significant IPOs and funding rounds in the payment industry from 2018 onwards, providing insights into company valuations and geographical distribution of investments.

The slide presents a comparison of IPO activities across different sectors in Q1 2023 versus Q1 2022, highlighting the dominance of the energy sector in proceeds despite fewer deals.

The slide analyzes the revival of the IPO market in the Americas, highlighting an increase in both the number of IPOs and proceeds. It provides a detailed breakdown by stock exchanges, sectors, and largest IPOs, with data supporting bullish equities sentiment.

Examines the trend in tech IPOs, highlighting the activity in Brazil relative to the U.S. for 2018 and 2019

The slide outlines how IPSOS will leverage unique, high-quality data from various sources like social and search data, consumer trends, and survey data to gain a competitive advantage.

This slide discusses the impact of the Inflation Reduction Act (IRA) on Australia's battery industry, analyzing opportunities in mining and challenges in manufacturing.

The slide discusses how the Inflation Reduction Act (IRA) incentivizes the use of EV critical minerals and battery components from countries with free trade agreements, highlighting the potential benefits for Canada and Mexico and including quotes from global leaders.

The slide projects cost reductions for various technologies due to the IRA and explains the methodology behind these projections.

The slide discusses the global benefits of the Inflation Reduction Act (IRA) and potential challenges for countries and companies.

This slide details the commitments of the U.S. government to green hydrogen through various acts, including the Hydrogen Earthshot, Infrastructure Investment and Jobs Act, and the Inflation Reduction Act, highlighting financial and policy support.

Highlights the effectiveness of the U.S. Inflation Reduction Act in accelerating clean energy investment, including from SEA firms. Discusses public investment split and specific SEA companies establishing operations in the U.S. Demonstrates how IRA incentives reduce the cost of green hydrogen, making emerging technologies more viable.

Discusses the impact of IRB migration on the US Cards portfolio, comparing past and current financial conditions. It details the RWA impact and mitigating actions.

Explains the impact of new IRB rules and Basel 3.1 on risk-weighted assets. Barclays plans to reduce RWA density through credit line management and selective risk transfers, aiming to align with US regulatory expectations by 2026.

Analyzes the impact of migrating US Cards portfolio to IRB models on RWAs, comparing historical data and future expectations.

Focuses on the potential for incremental revenue through Integrated Relationship Management (IRM), likely used to outline revenue growth strategies or in financial service innovation discussions.

This slide discusses the expected returns from new investments in F&L, detailing the correlation between firm size and expected IRR.

The slide presents the key pillars of ISG's investment philosophy: History, Appropriate Diversification, Value Orientation, Appropriate Horizon, and Consistency, underpinning a rigorous analytical approach.

The slide illustrates ISG's strategic decision to overweight US equities, showing the changes in asset allocation over time and the focus on US market investments compared to non-US developed and emerging markets.

Suggests that small- and mid-cap earnings are still closely tracking manufacturing trends, unlike large-cap EPS which have decoupled. Argues for broader equity participation and growth in SMID segments as manufacturing recovers.

The slide presents evidence of an early U.S. manufacturing recovery through rising new orders relative to inventories, despite the ISM headline manufacturing survey remaining below 50. It suggests cautious optimism for a recovery in 2025, with visual trends showing divergence between new orders and PMI metrics over time.

Identifies top challenges such as increased IT costs, loss of corporate culture, and less effective talent management.

The slide analyzes IT intensity across various countries by comparing IT spending per employee to the economic value added per employee, used for international market comparisons.

This slide analyzes the price inflation trends of various IT products from 2020 to 2026, indicating how prices have increased or remained stable over time.

This slide breaks down the increase in IT services spending in 2021 by market segment and vendor, showing which areas and companies saw the most growth.

It provides a comparison of IT spending across regions and technologies, highlighting areas where Europe lags or leads, and stressing the need for increased investment.

Analysis of IT functional vacancy rates within NH DHHS, showing increased vacancies impacting strategic decision-making and planning, especially during COVID-19.

Suggests centralizing the IT/R&D function to efficiently manage LLMs and data engineers, showing how this structure would interface with various departments.

The slide dissects hardware segment funding in 2024, led by IT Hardware (EUR 341M). It highlights significant investments into Black Semiconductor and others. Production and Robotics also secured notable shares.