The Recent Performance of ESG Investing, the Covid-19 Cataly...
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The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment.More 5 to 10 minutes
The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.More 5 to 10 minutes
We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency, etc. Yet, the Greensill Capital bankruptcy, and the multibillions in losses plus dividend cuts, capital increases, and senior management layoffs at Credit Suisse -- following the Archegos debacle and the Wirecard accounting fraud -- bring back a bitter taste of past troubles.More > 10 minutes
Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority.More 5 to 10 minutes
Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outside Northern Asia. As long as there is no treatment, access to effective vaccines is the main factor in returning to a ‘normal’ life. Only a handful of countries can produce jabs on a large scale, whereas we already know it will take years to reach herd immunity. Therefore, vaccines have become a form of geopolitical soft power, which exacerbates or redesigns the influence of the US, Europe, China and Russia.More 5 to 10 minutes
Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.”More 5 to 10 minutes