— Our Research
Insights &
Perspectives
Our latest research on the forces reshaping the premium consumer landscape, and what they mean for the brands that lead it. We share data-informed perspectives for the founders, investors and brand leaders who are building what comes next.
— The Latest
Napa in a Shrinking US Wine Market: Bending, Not Breaking
The US wine market is in a structural correction. Evidence on demand, trade, health and climate, and what it means for the Napa wine market through 2030.
— Selected Posts
Recent Publications
A selection of our recent research and perspectives on the trends, consumers and strategic questions shaping premium brands. Each publication offers a closer look at what we are seeing and what it means for those building what comes next.
Featured
The De Beers Sale as a State–Firm Bargaining Moment
The De Beers sale is a renegotiation of power. What a stake sale could mean for Botswana and the African economies that depend on diamonds.
— Our Archive
Earlier Publications
Gold Price Forecast: Why Banks Cut Targets but Still See Higher Prices
Gold and silver end October near their 2026 lows, at about $4,060 and $54 an ounce, after the Federal Reserve’s September hike. Banks have cut their gold targets, but all still sit above spot. This research sets out what they said, when they said it, and our own scenarios for the next twelve months.
also
How we turn craftmanship into lasting growths.