3 min read | by Glenn Cunningham | I recently traveled to Spartanburg, SC, one of the primary automotive manufacturing hubs in the United States, with over 500 auto-related companies employing more than 75,000 workers. Meetings with manufacturers, suppliers, and government officials provided insights into key themes shaping the auto industry: technological change, new sources of competition, and supply chain disruptions.
2 min read | by Glenn Cunningham | I recently attended the Industrial Manufacturing Technology Show (IMTS) in Chicago to gain further insight into the technology and industrial industry ecosystems. Discussions at the show reinforced a number of key themes that we have independently identified through our bottom-up research. Broadly speaking, these include the need for more automation due to skilled labor shortages, the costs and benefits of supply chain fragmentation, and the growing integration of technology across the industrial landscape.
7 min read | Data breaches are up 280-fold over the past decade, and worldwide underinvestment in cybersecurity and data protection is a massive problem. A ransomware attack now occurs every 11 seconds. The cost to control cybercrime has ballooned to 1% of global GDP but related spending still represents just 3.6% of companies’ IT budgets. This paper by Glenn Cunningham (global technology analyst), presents a case for why data has become one of the world’s hottest commodities and why protecting it has become a hot button topic for corporate and political leaders alike.
This interview with two of our research analysts, Rich McCormick (global financials) and Glenn Cunningham (global technology), dives into the underappreciated risk of disruption to traditional banking businesses. Fintech firms have banks' profitable consumer and small business segments in the cross-hairs. Meanwhile, investors have largely been bullish on banks since the November 2020 COVID-19 vaccine announcement. We question how much value is left to unleash and believe the risks of disruption could take center stage.
