LONDON: We are facing greater uncertainty – economically, geopolitically, socially – than at any time in recent memory. In these conditions, it is crucial for CEOs, policymakers, investors, and other decision-makers to draw on a wider...
LONDON: The recent surge in government bond yields has forced business leaders and investors around the world to confront a critical question: Should corporations lock in debt at current interest rates before they rise further? At the same time,...
LONDON: As the world becomes more volatile and confusing, policymakers, business leaders, and investors will need to rethink the mental models they use to analyse the global economy. Specifically, they should pay attention to three structural...
LONDON: In this era of growing protectionism, defending globalization can feel like a losing proposition. But rather than retreat from the debate, it is more urgent than ever to spell out the costs of a trade war, which threatens to accelerate the...
LONDON :The US stock market’s downward trend appears to be continuing, with the Dow Jones Industrial Average and the S&P 500 down 4% and 6%, respectively, this year. And this is just one of many signals that should prompt any sensible...
LONDON: When interest rates decline and stabilise, financial-market participants tend to take on greater leverage and risk. The challenge for regulators, then, is to prevent those risks from becoming systemic and causing a broader economic crisis....
LONDON: In April, Alphabet CEO Sundar Pichai predicted that artificial intelligence would have an impact “more profound” than any other human innovation, from fire to electricity. While it is impossible to know precisely what that...
LONDON: The escalating Sino-American rivalry and the broader concerns about China’s economy have caused Western firms to re-evaluate their operations there – and rightly so. Given the uncertainty surrounding President Xi Jinping’s...
NEW YORK: It is now widely accepted that deglobalisation – the retrenchment of global trade, unwinding of capital flows, new barriers to migration, and declining influence of multilateral institutions – is well under way. But...
