A Trump presidency poses significant investment risk which is nowhere to be seen in prevailing asset prices or in consensus market commentary.
Latest Articles
The Biodiversity Crisis Is a Security Crisis
If left unaddressed, biodiversity loss will accelerate climate change and amplify its consequences, contributing to more natural disasters
First Trump Came for the Immigrants
Donald Trump’s increasingly unhinged campaign rhetoric bears the hallmarks of a dangerous dictator eager to rule over a weak, divided, and
How China Is Preparing for America’s Next President
China is girding itself for a long-term adversarial relationship with the US, regardless of who is America’s next president.
The Choice Confronting American Voters
A Trump victory could be devastating for the US and other democracies. Will US voters take that into account when they go to the polls?
Investments in Nature Will Decide Our Future by Ambroise Fayolle
Climate change and biodiversity loss can only be addressed if we also preserve and enhance our natural surroundings of forests, watersheds
Climate Change and Collective Will
Climate change is forcing the understanding that free market, libertarian ideals of human self-interest are incapable of addressing the life
Who Needs a New Economic Paradigm?
Demand for new economic paradigms is fast outrunning supply.
Is Capitalism Really the Cause of Global Inequality?
In recent years, Western observers have increasingly treated inequality as a domestic issue.
Hurricanes and the US Presidency
Two years ago, Asheville NC was viewed as a climate haven. Two weeks ago it was almost washed away from Hurricane Helene. No one seeking the
The Global Implications of China’s Stimulus Package
China’s newly announced stimulus aims to boost liquidity, stimulate consumer spending, and revitalize the real-estate sector.
America’s Protectionist Policies Are Backfiring
The US and its allies would be wise to abandon unilateralism and pursue coordinated multilateral measures.
A Dangerous Dance for Israel and Iran
Iran and Israel have long been locked in a volatile confrontation – a cold war chronically in danger of turning hot.
The Debt That Shall Not Be Named
Neither presidential candidate wants to address the national debt. But as president, they must.
The New Gang of Four
The 21st century is becoming an era of great power rivalry. Shifting alliances will test US diplomacy and might.
Will the EU Heed Draghi’s Call for Integration?
Europe needs greater economic and political integration if it is to rise to the challenges of this century. But can it respond?
Are Consumers Being Ripped Off?
Many Americans are frustrated with an economy that by most measures is actually doing pretty well — the explanation may lie in rising
Abortion and Reproductive Rights Are Economic Issues
In the United States and elsewhere, reproductive freedom is a cornerstone of economic prosperity.
Where Is the War in Ukraine Heading?
With Russian President Vladimir Putin’s war of aggression against Ukraine now well into its third year, there are mounting questions about
Financing Nature
As last year’s United Nations Climate Change Conference in Dubai made clear, we are headed toward a catastrophic and irreversible breakdown
A New Trilemma Haunts the World Economy
Can the world simultaneously address climate change, alleviate poverty, and boost the middle class? Maybe not, but it is worth trying.
Resetting US-China Economic Relations
International economic cooperation is vastly underestimated and occasionally necessary. The US and China need to find ways to cooperate.
The Fed: Set to Fail Conventionally?
The Fed has achieved its dual mandate of price stability and maximum employment. So why will it ease gradually and not all at once?
The US Election Will Overturn Europe’s Strategic Status Quo
Europe needs to take control of its own strategic destiny no matter who wins the US election in November.