Explores the annual return decomposition of a 60/40 portfolio and the rolling 12-month correlation between S&P 500 and U.S. 10-year Treasuries.

Architectural overview of CAI components

Tracks PE-backed M&A activity. PE deals declined by 11% in volume and 18% in value in 2024, reaching decade lows. Economic and geopolitical instability, plus foreign PE hesitancy, contributed to weaker market performance.

This slide highlights expected changes in consumer spending behavior for 2024. Over half of respondents expect to maintain or increase spending, particularly younger and optimistic segments in China and the UAE. Visuals show spending evolution since 2020.

This slide analyzes the shift from stagflation to disinflation and the potential recession, providing insights into inventory levels and inflation rates that are crucial for economic and market predictions.

Illustrates transaction multiples in luxury and cosmetics industries, showing the stability and trends in EV/EBITDA and EV/sales over the years.

The slide quantifies the potential economic loss to G20 countries due to a skills crisis and stresses the need for investment in education and technology.

Compares international public perceptions of governmental preparedness for catastrophic NBC attacks. Shows varying degrees of confidence, with many countries showing decreased confidence from the previous year.

The slide describes liquidity risk management strategies and trends in liquidity coverage ratios, underlining the company's robust position and regulatory compliance. It's meant to communicate a strong and adaptable approach to liquidity risk.

The slide contrasts short- and long-term inflation expectations among US consumers, businesses, and forecasters. Recent consumer expectations have surged sharply, diverging from more anchored business and market expectations.

Explores the primary demographic and technological changes affecting metro areas in the U.S., such as population growth and connectivity enhancements. Useful for urban planning and policy making.

It outlines the increased partnership formation among platform adopters and criteria for platform strategy

It highlights key performance indicators for Deutsche Bank, focusing on revenue growth, cost/income ratio, return on equity, and CET1 ratio over time.

Discusses the institution's capacity to meet and exceed regulatory capital requirements, providing a detailed view on the sufficiency of loss-absorbing capacity, and strategic planning implications for financial stability.

This slide showcases the shift in the venture investing market towards larger-ticket funding rounds, particularly mega rounds over the past two decades. It highlights the increase in average deal size, driven by these substantial investments, and the implications for startups and investors alike. The slide provides a comprehensive view of investment strategies and market responses to evolving business models and funding needs.

The slide highlights respondents' confidence in job security over time, showing slight improvements.

Describes twelve primary areas where companies can derive business value from SDGs, including partnerships and operational improvements.

This slide explores agreement with increasing taxes for added public spending. Agreement is relatively low globally (17% average), with most respondents disagreeing, particularly in Western countries. Trends show minimal change from 2023, with India showing a slight increase.

Shows the impact of President Joe Biden's election on transatlantic relations, with a majority seeing it positively, as indicated by a survey of respondents.

Evaluates the real income generation of a 60/40 portfolio by comparing its yield minus the year-over-year change in core CPI.

The slide compares the technology maturity of boards across regions, highlighting the percentage of board members with tech experience.

Describes CEO initiatives to address disruption through digital tactics such as innovation investments and tech partnerships. Bar chart shows top tactics: disruption detection, industry consortia, culture/value assessments. Encourages proactive disruption strategy.

Discusses potential future expansions in pipeline capacity, including strategic increments and market solutions.

This slide summarizes the key findings of the study, covering four main areas: third-party ecosystem, managing third-party risk, third-party governance, and technology and delivery models. It outlines critical insights for organizational strategy.

Reviews historical financial data, highlighting backlog volumes and book-to-bill ratios.