Research Reports
In-depth analysis and data-driven insights from our research team.
State of Enterprise AI 2026: Adoption, ROI, and the Build vs. Buy Decision
Our annual survey of 1,200 enterprise technology leaders reveals that AI adoption has reached an inflection point. 71% of respondents report at least one production AI deployment, up from 43% in 2024. Yet ROI measurement remains inconsistent, and the build vs. buy debate is intensifying as custom model fine-tuning becomes accessible to mid-market companies. This report examines adoption patterns, cost structures, governance challenges, and the emerging competitive dynamics between foundation model vendors and enterprise software incumbents.
The IRA's Clean Energy Impact: Investment Flows, Project Pipeline, and Policy Risk — Part 2
The Inflation Reduction Act has catalysed over $300 billion in clean energy investment. This report tracks solar, wind, battery storage, and hydrogen project commitments by state, technology, and financing structure.
ESG Disclosure in the US: SEC Climate Rules, State Mandates, and Investor Expectations
US companies face new mandatory climate disclosure requirements. This report maps the SEC rule, state mandates, and voluntary frameworks, and provides guidance on compliance strategy and investor communications.
US Agricultural Policy: Farm Bill Negotiations, Commodity Support, and Agri-Tech
The Farm Bill is up for renewal with significant debate over commodity programs, nutrition funding, and conservation spending. This report assesses the legislative outlook and its implications for agricultural commodity markets.
The IRA's Clean Energy Impact: Investment Flows, Project Pipeline, and Policy Risk
The Inflation Reduction Act has catalysed over $300 billion in clean energy investment. This report tracks solar, wind, battery storage, and hydrogen project commitments by state, technology, and financing structure.
Global Cybersecurity Spending Forecast 2026–2030
Global cybersecurity spending is projected to reach $310 billion by 2028, driven by the proliferation of AI-assisted attacks, mandatory compliance frameworks in the EU and US, and the growing attack surface created by OT/IT convergence. This report models spending across seven categories — endpoint, network, cloud, identity, data, application, and managed services — across four major geographies. It identifies the structural shifts most likely to reshape vendor dynamics over the forecast period.
North American Energy Security: Gas, LNG, and the Continental Grid
This report examines the integrated North American energy market, covering US LNG export capacity, Canada-US electricity trade, Mexico energy policy, and the implications for regional energy security and pricing.
Carbon Pricing Mechanisms: A Comparative Policy Analysis
This report analyses 24 active carbon pricing mechanisms across 18 jurisdictions, comparing coverage, price levels, revenue use, and effectiveness at reducing emissions. It examines the growing convergence between emissions trading schemes and carbon border adjustment mechanisms, and models the implications for trade-exposed heavy industries. The report draws on primary interviews with policymakers and environmental economists, supplemented by regulatory filings and emissions data.
US Trade Policy Under Pressure: Tariffs, Allies, and Supply Chain Realignment — Part 2
US trade policy is reshaping global supply chains. This report examines the tariff regime, trade agreement status, and the economics of nearshoring and friend-shoring for US importers and exporters.
Healthcare Consolidation in the US: Trends, Drivers, and Regulatory Risk — Part 2
Hospital mergers, physician group acquisitions, and payer-provider vertical integration are reshaping the US healthcare landscape. This report maps key deal activity, antitrust review trends, and the financial performance of consolidated health systems.
US Fintech Regulatory Risk: CFPB Rulemaking, State Actions, and Compliance Strategy
Fintech companies in the US face a rapidly shifting regulatory environment. This report covers CFPB open banking rules, state money transmission licensing, credit card fee caps, and BNPL oversight developments.
US Housing Supply Crisis: Zoning, Construction Costs, and Policy Solutions
America faces a structural housing shortage estimated at 3.8 million units. This report diagnoses the supply constraints—from zoning restrictions to labor shortages—and evaluates federal, state, and local policy responses.
US Monetary Policy Outlook: Rate Cycle and Implications for Capital Markets — Part 2
This report analyses the Federal Reserve's rate trajectory and the macro implications for equity, fixed income, and private credit markets. It examines historical precedents, balance sheet normalization, and the impact on borrowing costs across US corporate and consumer sectors.
The US Pension Funding Crisis: State Liability, Reform Efforts, and Investment Strategy
State and local pension funds face a combined unfunded liability of over $1 trillion. This report analyses the largest plans, funding ratios, actuarial assumptions, and reform initiatives underway across key states.
Federal Defense Budget FY2025: Priorities, Programs, and Contractor Implications
This report provides a granular analysis of the FY2025 National Defense Authorization Act, covering major weapons programs, R&D investments, and the implications for major defense contractors and the DIBASE.
Commercial Real Estate Stress: Office Vacancy, Lending Exposure, and Workout Outlook — Part 2
US office vacancy has reached historic highs in major metros. This report quantifies bank and CMBS exposure to office loans, models stress scenarios, and assesses the timeline and mechanisms for market clearing.
US Infrastructure Investment: IIJA Progress, Project Pipeline, and Procurement Outlook — Part 2
The Infrastructure Investment and Jobs Act has unlocked $550 billion in new spending. This report tracks obligated funds, project completion timelines, procurement trends, and the implications for construction and engineering companies.
US Agricultural Policy: Farm Bill Negotiations, Commodity Support, and Agri-Tech — Part 2
The Farm Bill is up for renewal with significant debate over commodity programs, nutrition funding, and conservation spending. This report assesses the legislative outlook and its implications for agricultural commodity markets.
US Cybersecurity Policy: CISA Directives, Zero-Trust Mandates, and Corporate Risk — Part 2
Federal cybersecurity requirements are cascading into the private sector. This report analyses CISA BODs, NIST CSF 2.0, SEC cyber disclosure rules, and their implications for US corporate risk and IT investment.
Aerospace & Defense Supply Chain: Capacity Constraints, Workforce Gaps, and Ramp Plans
US defense production is straining against capacity limits. This report examines bottlenecks in munitions, aircraft production, and shipbuilding, and assesses the feasibility of the Pentagon's industrial base expansion plans.