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754 (81-90)
December 10, 2019
Looking back on the decade just gone, the biggest developments in politics has been a backlash against: globalisation and immigration. Also, we have seen the rise of movements seeking to reassert the primacy of the nation state. Although these trends were not anticipated a decade ago, the signs were clearly there. [more]
December 4, 2019
Many ‘decade ahead’ predictions prove unreliable. And we admit this special edition of Konzept cannot be a perfect crystal ball. Regardless, we present 24 contrarian ideas for how the 2020s may evolve because we believe it is best to be prepared for the unexpected themes that may arise over the coming decade. After all, if the 2010s have taught us anything it is that the trends of the prior decade are no guide for the decade to come. [more]
December 3, 2019
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights. [more]
December 3, 2019
Analyst:
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. [more]
December 3, 2019
The Chinese economy has been driven by a key theme in each of the last few decades. Exports was the theme for the 2000s, to begin with a WTO outsider and grew to become the world's biggest exporter. Public investment was the theme for the 2010s. Today, China owns two-thirds of the world's high speed railways by length. 2020-2030 is set to be the consumption decade. [more]
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