An economy in transformation: the drivers of future growth
In recent years, the global economy has undergone an unprecedented structural transformation. The acceleration of technological innovation, demographic changes, geopolitical tension and energy transition are redefining growth models and investment opportunities.
Between 2026 and 2035, the key issue will not only be to identify expanding sectors…
Economy & Finance
The future of the dollar is causing concern for the markets
In recent years, the debate over the possible decline of the US dollar has taken centre stage in financial markets and geopolitical scenarios. International tension, the return of Donald Trump, trade wars and new conflicts in the Middle East have reignited questions about the…
What ecosystem regeneration means in finance
Ecosystem regeneration refers to the set of strategies aimed at restoring natural capital with direct implications for financial stability and risk management. Today, it is a key element of sustainable finance, influencing markets, investments and economic policies.
Why natural capital affects markets
The relationship between ecosystems and financial markets…
A new direction for the Federal Reserve
A new strategic vision for the Federal Reserve is emerging in the United States. Kevin Warsh, a former member of the Fed’s board and a potential future chairman of the institution, raised an issue during Congressional hearings that had remained on the fringes of the debate until now.…
Dwindling liquidity for governments
During the Spring Meetings held in Washington by the International Monetary Fund (IMF) and the World Bank, a growing concern emerged: governments today have increasingly limited economic and fiscal margins to address new crises.
This was emphasized by IMF Managing Director Kristalina Georgieva, who highlighted that many countries are now in…
In recent years, the global banking system has been undergoing profound structural changes.
Many of these shifts occur away from public attention, yet they directly affect the management of transfers, deposits, withdrawals, loans, mortgages, savings and, more broadly, the financial security of businesses and individuals worldwide.
The purpose of examining these developments is not to…
The months of April and May are emerging as a critical phase for global economic balances, not only in terms of macroeconomic performance, but above all for the overall resilience of international financial flows.
An analysis by the GeoEconomics Center of the Atlantic Council highlights, in a measured yet unequivocal manner, how the issue of…
Geopolitics and markets: a new global balance
The global economic system is undergoing a phase of profound transformation. Wars, trade tariffs, technological innovation and monetary policies are reshaping international trade, commodity markets and global financial flows.
According to analyses by the McKinsey Global Institute, we are not facing deglobalisation but rather a new setting of…
De-dollarisation: what is really happening
The latest Dollar Dominance Monitor by the Atlantic Council confirms a key finding for investors and analysts: the U.S. dollar remains the cornerstone currency of the international financial system.
Despite the growing narrative surrounding so-called de-dollarization, the data reveals a far more stable scenario than the perception often conveyed in…
War, Geopolitics and Economic Instability
In the 21st century, wars are not merely humanitarian tragedies and political crises: they are also powerful economic shocks capable of influencing financial markets, energy prices and investment strategies.
In a globalised and interconnected economy, even a regional conflict can have global repercussions, affecting:
inflation
international trade
financial stability
global…
