All articles by Stu Robarts

Stu Robarts

Stu is editor for Thematic Intelligence at GlobalData, overseeing news and features that cover the major themes affecting industries.

Trump policies may create ‘perfect storm’ for US inflation

US inflation could accelerate beyond current expectations as a result of Trump’s tariffs and the high deportation targets for ICE.

Uncertainty about corporate ESG spikes

GlobalData suggests that a growing anti-ESG movement may be causing confusion about whether companies still have ESG strategies.

Businesses at greater risk of cyberattack due to geopolitical tensions

Global instability is causing an upsurge in cyberattacks by state actors, terrorists, hacktivists and opportunistic cybercriminals.

Companies cite long-term planning, production costs as biggest tariff challenges

Well over half of poll respondents identified uncertainty in long-term planning as a main tariff challenge facing their company.

Trump tariffs: World trade ‘fragmenting into blocks’

The chief science officer at supply chain insights firm Altana expects more complexity, more regulation and a reordering of trade.

Risk of tariff-triggered global recession is growing

Concerns over a potential US recession this year are growing as investors assess the impact of Trump’s tariff policies.

Operational efficiencies ‘the biggest opportunity’ of GenAI for retail banks

Expectations for GenAI have been tempered since the launch of ChatGPT thrust the technology into public consciousness.

Connectivity technologies helping tackle financial services talent shortages

Technologies like 5G and collaboration software tools can allow financial institutions to access specialised talent globally.

US consumers will ‘take the main hit’ of Trump tariffs – GlobalData

The Trump tariffs are likely to lower real household income, lower GDP and raise inflation for US consumers.

ESG plummets among business priorities amid global upheaval

ESG has fallen both in terms of the proportion of businesses citing it as a main priority and in relation to other major themes.