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North America

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  • 12 Dec 2018
    • US homebuilding and building materials outlooks stable for 2019
      Homebuilders’ revenues will slow to 6%-8% over the next 12 to 18 months, despite strong underlying fundamentals, as mortgage rates rise and unsold new home inventory expands. The building materials sector will be buoyed by robust public infrastructure spending, though private construction growth will slow.   Full Report​​
  • 21 Feb 2018
    • Profits for Canadian broadband to be driven by connectivity
      Broadband communications company profits will increasingly be driven by connectivity and data flow as media distribution and advertising inexorably access consumers directly via the internet.  Full Report
  • 15 Nov 2017
    • US Defense Department’s new procurement approach will benefit Tier 2 contractors
      The US Department of Defense’s heightened focus on innovation and efficiency will give more contractors the opportunity to lead defense platform programs. Full Report
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