Mar 06, 2025

Economic superpowers have implemented competing chip policies as trade tensions intensify. Like China and the US, Europe unveiled its own version of chip industrial policy with the European Chip Act and set a bold target to reach 20% of domestic production of chips by 2030.

Feb 27, 2025

A light at the end of the tunnel after three years of war in Ukraine?

Feb 25, 2025

Investors today face dual climate risks that stem from both the transition to a sustainable economy and the increasing severity of physical climate events. These risks accelerate the devaluation of assets, potentially rendering them stranded long before the end of their expected lifecycles.

Feb 20, 2025

The reasons behind Southern Europe's remontada, budget math is not mathing ahead of Germany’s elections and the US’s “eye for an eye” trade policy

Feb 18, 2025

Four hard-to-abate industries (aluminum, ammonia, steel and cement) will play a pivotal role in Europe's green transformation.

Feb 14, 2025

The yield curve sweet spot, France’s better-late-than-never budget and the geopolitics of minerals