No Quarter Given by Investors
Published in May 2025—While CEOs figure out how to respond to the threat of higher tariffs, investors are still holding them to their earnings forecast. Supply chain resilience, profit margins, and debt levels are also under scrutiny.
Tariffs Weigh on Consumers’ Minds
Published in March 2025 — CEOs, take note: BCG’s latest consumer radar shows most expect their personal finances to be hit by higher prices as a result of tariffs.
The Rise of AI Agents
Published in February 2025 — Companies searching for impact from AI increasingly see agents—software that doesn’t just respond to instructions but learns and adapts on its own—as the big opportunity. Is 2025 the year of AI agents?
Investing in Growth
Published in January 2025 —
BCG’s latest Global Investor Survey, fielded following November’s US elections, finds investors optimistic about the economy and capital markets over both the next twelve months and the next three years. Investors’ bullishness—the second highest in the history of the survey—persists despite macro risks and relatively high market valuations.
For CEOs, the message is to invest for growth but to keep an eye on the bottom line.
STEM Talent Tracker
Published in December 2024 — Some 613,000 STEM experts moved across borders in the past 12 months, according to BCG’s Top Talent Tracker. These movements are enormously consequential for shaping current and future competitiveness in emerging technologies. While the US remains the top destination for STEM experts, Australia, Saudi Arabia, and Canada do a better job of retaining them.
AI's Energy Impact
Published in October 2024 — As the second anniversary of ChatGPT’s global debut approaches, the energy needed to power AI development is claiming a greater share of voice on earnings calls. After decades of stagnant growth, US energy demand is surging, driven largely by the chips and data centers used for AI alongside the steady migration of business operations to the cloud. According to BCG forecasts, US data center electricity demand could more than double by 2030.
