Mar 11, 2025

Europe’s electricity infrastructure and market design disparities have become major obstacles to the green transition. Delays in grid development have created a backlog of over 800 GW of wind and solar capacity awaiting connection, nearly double the current supply.

Mar 07, 2025

Germany’s big spending, the Transatlantic gap persists in corporate earnings and China’s turning point reinforced by stimulus

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