Industry Outlooks

• Banking & Capital Markets: As the industry adapts to a low-growth, lower-rate environment, leaders will reinforce their foundations for sustainable growth with ingenuity and discipline.

• Commercial Real Estate: Turning the corner to capitalize on a generational opportunity, leaders who plan for change could be best positioned to succeed.

• Insurance: As industry operating models evolve, the future of insurance will focus on agility, innovation, and customers to help navigate complexities and meet new demands.

• Investment Management: Navigating fast-paced change, elevated risk, and outsized opportunity, once in a generation potential for industry differentiation may emerge.

• Retail Industry Outlook: As retailers plan for the next era of retail, 2025 should be used as a springboard into a digitized future. To successfully navigate a fragmented consumer base and economic pressures in this new era, retailers may need to modernize their business models and adopt new digital-first strategies. In our 2025 retail industry outlook, we explore key trends and topics that we expect to be fundamental for the year ahead. Learn how your organization can navigate the value-seeking consumer, master cost optimization, and unlock the omnichannel potential to drive long-term success. Link to the report.

• Consumer Products Industry Outlook: As brands work to keep up with a transforming consumer base, getting price and product right—and doing so profitably—is becoming more difficult. What strategies can help consumer products companies drive profitable growth in the year ahead. Our 2025 consumer products industry outlook explores what some of the world’s leading CP companies have in common. We found that the top performers stand out in three key areas: product portfolio and mix, demand generation, and transformative efficiency. Learn more about these three levers that can help your company up its game. Link to the report.

• Travel Industry Outlook: Travel demand is expected to continue its strong run in the year ahead, fueled by post-pandemic reprioritization, remote workers, and a more positive financial outlook. Our 2025 travel industry outlook takes a closer look at these three key trends, and how they compare across generations. We also explore how travel companies can navigate emerging technologies, a new administration, and shifting traveler priorities to capitalize on this period of strong demand. Link to the report.

• Tech Trends 2023: A Government Perspective: Through the stories of pioneering organizations, we note what’s happening now across all governments at the Federal and state level, highlight new technologies and approaches that stand to become the norm within 18 to 24 months, and project where the trends could be headed next during the coming decade.

• Technology: How can technology companies position themselves for a robust and resilient future? Our 2024 technology industry outlook examines recent challenges in the industry, a renewed focus on growth and innovation, and key considerations for tech leaders in the year ahead.

• Semiconductor:Led by generative AI, chip sales look to bounce back in 2024—but geopolitics could complicate growth in the semiconductor industry. Learn more about trends and predictions for the year ahead in our 2024 semiconductor industry outlook.

• Telecom: This year’s telecommunications outlook reveals a shifting landscape that may challenge communications service providers (CSPs) but could also present opportunities. Their strategies and investments today could determine their success—or failure—tomorrow.

• Sports: As the global sports industry continues to navigate a period of massive transformation, our 2024 outlook explores five trends sports organizations are expected to face in the coming year. This includes the changing economics of sports, use cases for generative artificial intelligence (AI), the future of mega-events, investments in fan data, and the potential for a “new normal” in college athletics.

• Media & entertainment: What trends will define the future of media and entertainment? For our 2024 outlook, we’re diving into the rise of gaming, AI, and user-generated content—releasing a new chapter for each trend. Explore key strategies and considerations to navigate—and succeed in—the future of the industry.

• Banking Regulatory: After a tumultuous 2023, US banking regulators have set forth an ambitious agenda for 2024, including significant proposed changes to capital, resolution planning, consumer compliance, and supervision, among many others.

• Capital Markets Regulatory: The arrival of active capital markets rulemaking, surveillance, and enforcement created regulatory shifts in 2023—and 2024 is expected to follow in its footsteps

• Insurance Regulatory: The future of regulatory compliance for the insurance industry will require leaders to find balance between opportunity and obligation.

• Investment Management Regulatory: The wave of upcoming new regulations means that investment management leaders must stay current on the latest compliance demands.

• Banking & capital markets M&A: Between inflation, interest rate hikes, and geopolitical conflict, 2023 saw muted M&A activity across banking and its subsectors. Plan for the year ahead with insights from our M&A outlook, and keep your capital and playbooks ready as we dive into 2024, because volatility can sometimes be a friend.

• Insurance M&A: In the world of insurance M&A, 2023 was a sleepy year. Although many insurance companies and investors used the time to rebalance their portfolios, fewer transactions took place. Explore trends and insights from across the insurance sector that can help your business better position itself to catch incoming opportunities.

• Human Capital Trends: COVID-19 proved that people and organizations are capable of tremendous growth under the pressure of a crisis. The challenge for many will be to sustain that momentum to discover new ways to thrive in the long term, even as disruption constantly resets the path forward.

• Tech Trends: Our annual report continues to look across all sectors and geographies for glimpses of pioneering leaders and organizations building distinct facets of the future, today. The report focuses on six macro technology forces - interaction, information, computation, the business of technology, cyber and trust, and core modernization. Explore how these forces will affect businesses in the next 18 to 24 months and beyond.