Oct 8th 2019 Comment The Death of Anglo-American Conservatism Populist Brexiteers have fomented hostility against the very institutions that made Britain: Parliament and the rule of law. A column by Harold James.
Oct 8th 2019 Comment The IMF After Argentina Politicians should let the International Monetary Fund do its job – helping to maintain global financial stability – and not force it to back unsustainable policy regimes. A column by Kenneth Rogoff.
Oct 4th 2019 Comment Lagarde’s Edge Is Europe’s Opportunity The hope now is that incoming ECB-head Christine Lagarde will jump-start the pivot that the eurozone needs. The challenge is one of political will, not engineering. A column by Mohamed A. El-Erian.
Oct 2nd 2019 International Selection «More and more assets have a terminal value of zero» Spencer Glendon warns about the effect of climate change. Markets aren't pricing the risks correctly. Investors need to rethink fundamental assumptions.
Oct 2nd 2019 Comment Sustainability with Chinese Characteristics China as a still relatively poor country has made a conscious choice to shift its focus from the quantity to the quality of growth. A column by Stephen S. Roach.
Oct 1st 2019 International Selection «The bond bear market is just a question of time» Strategist Dylan Grice recommends minimizing duration risks und says what he thinks about private equity, factor investing and gold.
Sept 24th 2019 Comment Joining the Technological Frontiers AI and biotech are undergoing rapid development precisely because they have such far-reaching potential. As they move forward, we must keep looking for new combinations to unlock. A column by Tej Kohli.
Sept 17th 2019 Comment The ECB’s Beggar-thy-Trump Strategy The ECB Governing Council is pursuing an implicit exchange-rate policy, but the looming trade conflict with America belongs in the hands of democratically controlled institutions. A column by Hans-Werner Sinn.
Sept 16th 2019 Comment Who Lost Argentina, Again? Everyone with a stake in Argentina has a role to play in preventing a repeat of the depression and disorderly default of the early 2000s. A column by Mohamed A. El-Erian.
Sept 6th 2019 Comment Money for Nothing Politics has always been about managing tradeoffs: Money spent in one area cannot be spent somewhere else. But as it seems, this no longer holds true. The consequences might be dire. A column by Harold James.
Sept 5th 2019 Comment Memo to Ms. Georgieva The first task for the next managing director of the International Monetary Fund must be to put in place an open, merit-based process for choosing her successor. A column by Barry Eichengreen.
Sept 2nd 2019 Comment The Puzzle of Economic Progress What do we actually mean by «progress»? How should it be measured and monitored, and who experiences it? The standard indicator of real GDP growth will no longer do. A column by Diane Coyle.