Industries · 14 desks
Every industry we cover, on one page.
Each desk runs its own analyst team, methodology, and quarterly refresh cadence. Pick a domain to see the reports.
Desk in focus · Week of Sep 8, 2026
Healthcare, Life Sciences and Pharmaceuticals
Explore a detailed 1200+ word analysis of the global Healthcare value chain. Featuring 10-year historical data, future mega-trends to 2036, and key market leader tracking
Enter the Healthcare, Life Sciences and Pharmaceuticals deskState of the Desks · SEP 2026
What our analysts are watching right now.
Five questions we're fielding most this quarter — momentum, policy, pressure points, and where the desk sees under-priced upside.
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Which industries are showing the strongest 2026 momentum?
Semiconductors and electronics lead on AI-capex spend; aerospace & defense is riding renewed EU and Indo-Pacific procurement cycles; healthcare diagnostics is benefiting from reimbursement codes clearing for AI-assisted screening. Our order book across these three desks is up 34% YoY.
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How are the new US–China tariff rounds reshaping supply chains?
Second-tier semiconductor packaging is migrating to Malaysia and Vietnam faster than anticipated. Electric-vehicle battery cell imports face 25%+ effective tariff exposure, pulling more North American cell manufacturing forward by 12–18 months. Downstream FMCG packaging is quietly repricing.
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Which desks are seeing analyst caution flags?
Commercial real-estate tech and legacy on-prem enterprise software are both facing structural demand compression. Traditional automotive tier-2 suppliers without an EV pivot are in the third year of margin decline. We are down-weighting these desks in our 2027 outlook.
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Where do you see the biggest 2027 upside that isn't priced in?
Green hydrogen electrolyzer supply chains, small modular reactor (SMR) component manufacturing, and precision-agriculture sensor networks. All three have single-digit sell-side coverage today and 3-year forward CAGRs north of 22% in our base case.
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What are enterprise buyers asking analysts most this quarter?
Three questions dominate: (1) which suppliers survive the 2026–27 tariff regime, (2) how quickly does GenAI compress services-sector headcount economics, and (3) which geographies offer the cleanest EV and renewables policy visibility for a 5-year capex plan.
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