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China vs the West
COVID-19 could have acted as a catalyst for greater cooperation across competing powers, all facing the common enemy. Unfortunately, it hasn’t been. Is a de-escalation in US-China tensions possible? Where does the EU fit?
- Date published
- 29 Sep 2020
- Tag
- Covid-19
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Immigration shifting gear
With widespread domestic job losses and restrictions on the movement of people across borders, what does this mean for migration and remittance trends?
- Date published
- 21 Sep 2020
- Tag
- Covid-19
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Gender and Inequality in the recovery
Often in economic recovery cycles, women’s job opportunities tend to come with a time lag, essentially making them an involuntary labour reserve. Will COVID-19 impact women more disproportionately than men?
- Date published
- 15 Sep 2020
- Tag
- Covid-19
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Eroding trust in the social contract
Most citizens would see that they have a type of social contract with their governments. Is a growing sense of inequity eroding trust in governments? Are they looking for companies to fill the void?
- Date published
- 8 Sep 2020
- Tag
- Covid-19
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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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Podcast: Emerging markets recovery during Q2
Andrew Mathewson, Portfolio Manager, discusses the recovery of emerging markets during Q2 and our GEMs team’s continued focus on sustainable growth.
- Date published
- 20 Aug 2020
- Tag
- Global Emerging Markets
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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