Eight lessons learned from 20 years of ESG investing

ESG investing is the answer to a double tragedy. Global systemic risks such as climate change are particularly challenging to address because they embody two intertwined dilemmas: a tragedy of the commons and a tragedy of the horizon. 

What to watch I April 25, 2025

The cost of a weaker dollar, tariff turbulence ahead for the travel industry and chip war reloaded  

What to watch I April 17, 2025

China’s trade war defense, bond markets riding the storm and US labor market during a recession

Rethinking climate adaptation for global resilience

Reducing carbon emissions will not be enough on its own. According to newly released projections from the NGFS, even under a net-zero transition scenario, global GDP is expected to shrink by 8% compared to a baseline without climate change, an economic toll more severe than previously estimated. 

What to watch I April 11, 2025

The coalition government holds a mixed bag for Germany 

Riders on the storm: Managing uncertainty - updated Economic Outlook

The US has kicked off a full-fledged trade war: On 2 April, US president Donald Trump announced “reciprocal” tariffs that exceeded expectations, with products imported from China set to be taxed at a staggering 130% from 10 April. 

What to watch I April 04, 2025

When an unprecedented tariff salvo plunged the world into a (temporary?) full-fledged trade war 

What to watch I March 28, 2025

Quarterly country and sector risk update – with a focus on Türkiye, credit is back (somehow) and trade war checkmate

Invest in your future: How to save your way out of employment vulnerability

There is no question that GenAI will lead to a profound change in the way we work. Around half of all jobs in developed countries are affected by AI in one way or another.