Climate policy: Time for a “blood, toil, tears and sweat” speech
Climate change is the dominant challenge of the 21st century but combating it will require more than just huge investments: far-reaching individual behavioral changes are also essential.
European food retailers: The bitter digital aftertaste of the Covid-19 legacy
The Covid-19 crisis has fast-forwarded Europe’s e-commerce transition, especially in food retail. But we estimate that every percentage of grocery sales moving online threatens EUR13.6bn in sales and up to EUR1.9bn in profits.
Life after death: The phoenix-like rising of Japan's life industry
Japan’s life insurance industry has weathered the long yield winter remarkable well, but we find that there is still some room for improvement within the local market.
European exporters, especially France, have lost significant market share over the past two decades as China emerged as a global exporter for manufactured goods.
Despite the roaring return of inflation in H2 2021, don’t expect any major announcements from the ECB next week. The September meeting will, however, set the course for its policy stance for the remainder of 2021 and beyond.
European SMEs: 7-15% at risk of insolvency in the next four years
While state support softened the blow of the Covid-19 shock, we find that 7%, 13% and 15% of SMEs in Germany, France and the UK are still at risk of insolvency in the next four years.
Europe’s pent-up demand party is just getting started
Unleashed pent-up demand could provide a boost to sectors hit the hardest by Covid-19 restrictions through 2021, especially in Spain, France and Belgium.
