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Who pays for COVID-19?
Given the scale of the policy response required, it is clear that all countries will come through this with significantly higher debt. With a shrunken base, how will governments reform tax to foot the bill?
- Date published
- 1 Sep 2020
- Tag
- Covid-19
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EU Green Deal leads the way
EU policymakers appear to remain committed to a green stimulus, but will COVID-19 and the massive stimulus packages deployed to deal with it have a direct and adverse impact on the timing of the execution of the Green Deal?
- Date published
- 24 Aug 2020
- Tag
- Covid-19
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The ESG opportunity?
Do Governments have an opportunity to relaunch their economies and go green at the same time? Will companies become more socially responsible business owners?
- Date published
- 18 Aug 2020
- Tag
- Covid-19
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Rebuilding economies with Infrastructure
Governments around the world are looking for ways to stimulate their economies. Will debt-fuelled infrastructure spending help or hinder?
- Date published
- 11 Aug 2020
- Tag
- Covid-19
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Technology on the Horizon
What has the COVID-19 experience done to long term growth in the technology sector? Has it impacted 5G’s position as THE key enabling technology for the future?
- Date published
- 4 Aug 2020
- Tag
- Covid-19
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Shifting the supply chain
Has the combination of COVID-19 and the trade wars destroyed the attractions of the ‘just in time’ manufacturing model? Will it speed up the shift toward automation and put jobs at risk? Will production be localised?
- Date published
- 27 Jul 2020
- Tag
- Covid-19
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Financials amid low growth
In a world where debt is significantly higher, interest rates are very low, and economic growth is feeble, what kind of banks emerge as 'winners'?
- Date published
- 22 Jul 2020
- Tag
- Covid-19
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How we are travelling
Will we be going on international holidays again any time soon? Has the lockdown created pent up demand?
- Date published
- 15 Jul 2020
- Tag
- Covid-19
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Bumpy flight path for the transport industry
Air travel has been one of the biggest short-term casualties of the crisis, from both a tourism and business travel perspective. Are any parts of the transport industry showing potential for investors?
- Date published
- 8 Jul 2020
- Tag
- Covid-19
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Bricks vs emerging clicks
Developed and emerging market consumers had been moving away from physical retail pre-crisis. Does the hastened trend towards online shopping spell the death of traditional shopping and restaurants?
- Date published
- 30 Jun 2020
- Tag
- Covid-19
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The future of property
Will our new love for video conferencing spell the death of commercial office space? Will we visit shopping malls again?
- Date published
- 24 Jun 2020
- Tag
- Covid-19
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Transforming Healthcare
The crisis has shone a light on the struggle to provide proper access to medical care. Is this an opportunity to revolutionise this sector?
- Date published
- 17 Jun 2020
- Tag
- Covid-19