Weekly Selection

2021-09-10T16:34:10+02:0010 September 2021|

Achieving sustainable economic growth is inextricably linked to investing in nature. Future business success tomorrow requires understanding why so many are quitting their jobs [...]

Weekly Selection

2021-09-03T15:19:14+02:003 September 2021|

The pandemic has revealed a collective inability of our leaders to govern today’s globalized and inextricably interconnected world. Stagflation as a real threat to [...]

Weekly Selection

2021-08-27T10:39:02+02:0027 August 2021|

The Weekly Selection is on vacation. Please find below five past articles on what should be our focus while on holiday: friends, regaining time [...]

Weekly Selection

2021-08-20T12:32:47+02:0020 August 2021|

Better aligning value with values could ‘correct’ capitalism. How we all (and the US in particular) lost Afghanistan. Global FDI will pick up but [...]

Weekly Selection

2021-08-13T11:54:59+02:0013 August 2021|

Why obligatory vaccination today can be compared with compulsory seatbelts of the past. Why the origins of current social divides could lie in an [...]

Weekly Selection

2021-08-06T11:41:36+02:006 August 2021|

Endless quantitative easing runs risks, but so does tapering too soon. Many US workers prioritise the benefits of working from home above everything – [...]

Weekly Selection

2021-07-30T12:57:19+02:0030 July 2021|

Pressure in China to control animal spirits risks crushing the confidence so vital for its economy. The adverse pressure exerted by climate change on [...]

Weekly Selection

2021-07-26T09:23:35+02:0023 July 2021|

Only holistic and systemic solutions can solve the world's existential problems. Has China the potential to be a global champion? Global togetherness – considered [...]

Weekly Selection

2021-07-16T14:30:58+02:0016 July 2021|

As an AI productivity boom now looks probable, we need to prepare for it. Opinions on whether we should be preparing for inflation are shifting. [...]

Weekly Selection

2021-07-09T13:50:12+02:009 July 2021|

Sustainability, not going back to a pre-Covid normal, should be the primary policy objective. Formally ‘normal’ taxation dynamics are set to change. So is US [...]

Weekly Selection

2021-07-02T20:49:57+02:002 July 2021|

Thanks to technology and scale, winners are increasingly ‘taking all’. Despite the tragic loss of life it has (is) caused(ing) the pandemic might yet be [...]

Weekly Selection

2021-07-02T20:45:39+02:0025 June 2021|

How capitalist really is China? More than we tend to think. To become a reality, the post-Covid productivity premium needs robust demand and ongoing [...]

Weekly Selection

2021-06-18T13:51:22+02:0018 June 2021|

Post-pandemic life-work re-assessment is resulting in an unexpected wave of employees quitting their jobs. Bitcoin has no innate value – but this doesn’t stop [...]

Weekly Selection

2021-06-11T13:22:14+02:0011 June 2021|

Ambitious Chinese youth are involuting, but it’s not an exclusively Chinese phenomenon. There are lessons on crisis management to be learnt from COVID. Central [...]

Weekly Selection

2021-06-04T14:07:38+02:004 June 2021|

Why supply chains can’t meet demand. What might derail the post-pandemic economic rally? Bankruptcies, cyber threats and underestimating the environmental time bomb. Climate tipping [...]

Weekly Selection

2021-05-28T11:30:55+02:0028 May 2021|

A never-seen-before decline in world demographics will require innovative adaptation. What are the must-haves that will determine if a country emerges successfully post the [...]

Weekly Selection

2021-05-21T09:40:53+02:0021 May 2021|

Can we be ready for the inevitable and imminent disruption due to AI?  The perennity of any recovery depends on how ready policy makers [...]

Weekly Selection

2021-05-14T12:10:42+02:0014 May 2021|

Active pursuit of solutions across the board could be a source of cautious climate optimism. While optimism is challenged by the inevitability of the [...]

Weekly Selection

2021-05-07T12:44:07+02:007 May 2021|

Some warming up means the engine of the US economy is running again. It is unrealistic to expect the ‘rest’ to rise homogenously – [...]

Weekly Selection

2021-04-30T13:26:40+02:0030 April 2021|

Silicon Valley no longer has the monopoly on high growth sectors. Exponentials work both ways: exponential (virus) decay could be faster than we initially [...]

Weekly Selection

2021-04-23T11:14:28+02:0023 April 2021|

AI could threaten the very fabric of society, but it doesn’t have to – we have a choice. US now sees China as the [...]

Weekly Selection

2021-04-16T13:33:22+02:0016 April 2021|

Further arguments weigh in on the side of stagflation in the ongoing inflation/deflation debate. The race against global warming demands systemic change for our [...]

Weekly Selection

2021-04-15T11:31:48+02:009 April 2021|

An essential and relatively simple response to the climate crisis is to eat less meat. Improvement in three seemingly simple areas would underpin societal [...]

Weekly Selection

2021-04-15T11:31:57+02:002 April 2021|

GEP is measuring nature’s ‘gifts’ to Shenzhen. Current debates about inflation aren’t taking into account the importance of China. The potential for new opportunities [...]

Weekly Selection

2021-04-15T11:33:46+02:0026 March 2021|

The end of a unipolar world could be the cue for a ‘Concert of Nations’. What are the possible overtures to an overheating economy? [...]

Weekly Selection

2021-04-15T11:32:56+02:0019 March 2021|

How tech ghost corporations have changed the stock market and taken the capital out of capitalism. Other sectors, beyond tech, namely service industries, are [...]

Weekly Selection

2021-04-15T11:33:28+02:0012 March 2021|

Friends matter even more than we might imagine. Might we be underestimating the likelihood and impact of longer term inflation? Asian democratic technocracy is [...]

Weekly Selection

2021-04-15T11:34:11+02:005 March 2021|

Authoritarianism is at the same time China’s greatest strength and an innate weakness. If history is anything to go by, populism is here to [...]

Weekly Selection

2021-04-15T11:34:23+02:0026 February 2021|

Will life be better or worse in 2025? It could go either way. Better pay could lead to more jobs, not fewer.  The ongoing [...]

Weekly Selection

2021-04-15T11:34:41+02:0019 February 2021|

Business and central banks will weigh in on the side a circular economy.  The latter, together with re-thinking growth and retreating from nature are [...]

Weekly Selection

2021-04-15T11:35:16+02:0012 February 2021|

Escalating US-China competition is a given, military conflict need not be. What has COVID changed for good? Almost definitely our working habits – flexible [...]

Weekly Selection

2021-04-15T11:36:22+02:005 February 2021|

There is an emerging realization that failing to recognize the real value of nature has negative fallout in many areas of our lives. Thinking [...]

Weekly Selection

2021-04-15T11:36:33+02:0022 January 2021|

A ‘post- American’ world is perhaps closer than we think. Will this involve China challenging the dollar’s exorbitant privilege? Yes. Conspiracy theories, however, look set [...]

Weekly Selection

2021-04-15T11:36:45+02:0015 January 2021|

The post-pandemic world will not be going back to a pre-COVID ‘normal’ – whatever that was. Some argue it might see the return of inflation. [...]

Weekly Selection

2021-04-15T11:37:30+02:008 January 2021|

What happened on Capitol Hill was shocking but not as surprising as it might have seemed.  Checkout other ‘expected surprises’ for 2021.  The real threat [...]

Weekly Selection

2021-04-15T11:37:39+02:0018 December 2020|

Longer-term returns could be a better investment objective in the future. More patience could have improved the West’s response to the pandemic. New accounting standards [...]

Weekly Selection

2021-04-15T11:38:15+02:0013 December 2020|

Dani Rodrik, Tackling Inequality from the Middle (Project Syndicate, December 10, 2019) The rise of populist movements and street protests around the world has made [...]

Weekly Selection

2021-04-15T11:38:46+02:0011 December 2020|

We can learn something from the trees: it’s not only the fittest that thrive – knowing how to co-operate is also key to survival. Low-interest [...]

Weekly Selection

2021-04-15T11:38:55+02:004 December 2020|

A bipolar world is not inevitable – there may be an advantageous ‘quadripolar’ alternative. Can democracy be rescued from the grip of Big Tech? Progress [...]

Weekly Selection

2021-04-15T11:39:03+02:0027 November 2020|

What fixing economic inequality might look like in the OECD. In post-pandemic Asia government is likely to be ‘bigger’. Feeding on all political trends global [...]

Weekly Selection

2021-04-15T11:39:41+02:0020 November 2020|

Saving lives is the only sure way to buoy up the economy, but don’t expect it to be quite the same as pre-COVID. We will [...]

Weekly Selection

2021-04-15T11:39:55+02:0013 November 2020|

The Biden victory does not herald the end of populism in the US or elsewhere. Indeed, we are witnessing ‘strong men’ in some parts [...]

Weekly Selection

2021-04-15T11:40:05+02:006 November 2020|

It will take more than a Democratic win to stop the rot in US democracy. Why impact investing is now mainstream. All civilizations (especially complex [...]

Weekly Selection

2021-04-15T11:40:31+02:0030 October 2020|

Long term global recession is inevitable - the global policy needed best to cope with it is less so. Can European foreign policy learn to [...]

Weekly Selection

2021-04-15T11:40:39+02:0023 October 2020|

The ‘health’ of the global economy will be subject to its own form of long Covid while geopolitics tops the business agenda. In a world [...]

Weekly Selection

2021-04-15T11:40:47+02:0016 October 2020|

Inequality is a hotter subject than ever. Burgeoning creativity in all its guises can be a source of optimism – especially when applied to effective [...]

Weekly Selection

2021-04-15T11:41:15+02:009 October 2020|

Public recovery policy should be contingent to public interest, perhaps feeding into a circular bio-economy. Chinese pork: where AI meets agriculture. Good negotiations mean saving [...]

Weekly Selection

2021-04-15T11:41:26+02:002 October 2020|

Plutocracy is the greatest challenge for US democracy, together with the economic threat of a collapsing dollar. Climate change supersedes the pandemic in countries like [...]

Weekly Selection

2021-04-15T11:41:34+02:0025 September 2020|

Ominous rumblings regarding US election - here and elsewhere, social media have a lot to answer for. With the right policies, we might emerge from [...]

Weekly Selection

2021-04-15T11:42:32+02:0018 September 2020|

Some optimism concerning net-zero and some possible COVID silver-linings. But, in the US, grim predictions of social unrest and the prospect of ever-rising tension with [...]

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