When aging meets digital & AI: Closing the silver digital divide for an aging world
We are living through two megatrends humanity has never seen before. The first is aging. Populations over 65 are growing not just in developed countries,
Carbon risk in loan pricing: Commitment channels and real effects
Transition risks related to climate change are increasingly recognised in equity and bond markets. This column uses syndicated loan tranches issued to US firms to
Baby busts and GDP booms: Demographic change and the macroeconomy
Globally declining birth rates have, over the last seven decades, slowed population growth and raised average ages. This column argues that despite widespread economic pessimism,
International carbon trading: a strategic lever to boost global decarbonisation
International carbon credits can support the EU’s 2040 target if buyers’ club rules and leverage ensure real mitigation gains abroad. Article 6 of the Paris
Beyond tariffs: why Europe and India must prioritise investment into manufacturing
The signing of the EU-India Free Trade Agreement (FTA) in January 2026 represents a significant milestone in bilateral economic relations, for both sides. However, it
The macroeconomic impact of the Recovery and Resilience Facility: An analysis for Italy, Spain, and Greece
The EU Recovery and Resilience Facility was launched to support post-Covid recovery while accelerating structural transformation through investment and reform. This column provides a preliminary
How large current account imbalances unwind: Evidence from historical adjustment episodes
Global imbalances are back in the policy debate. This column examines 70 current account adjustment episodes across 51 economies from 1980 to 2024 to discover
Asian investors eye firms benefiting from but resilient to AI
Asian investors struck a cautious tone on artificial intelligence as they increasingly wager on businesses that can withstand the AI-led disruption and look for firms
Small AI, big bets: How the world’s most impactful AI startups will be built in emerging markets
Walk into a hospital in Nigeria, where one doctor serves every 9,000 patients–fifteen times the WHO-recommended ratio. Every minute that a doctor spends on administrative
Cutting the cost of sending money home: Fast payment systems, digital access, and the future of remittances
Every month, millions of migrant workers send a portion of their earnings home to support their families — often providing the most reliable source of
