76: China: where megatrends come together
The middle class is growing around the world, and it’s particularly growing in China. If China continues to grow at the pace predicted, its economy could be bigger than the U.S. by the late 2020s. So,...
20 Maj 202124min
75: What does a low-carbon transition look like?
After yet another year of record temperatures and extreme weather events, there’s more and more discussion about how we can fight climate change and get to a net zero future – an economy that emits no...
8 Apr 202126min
74: Moderna and CRISPR Therapeutics on fighting Covid-19
The Covid-19 pandemic has put genomics and immunology front and center. On the first episode of a five-part mini-series on megatrends, CEO of Moderna Stéphane Bancel and CEO of CRISPR Therapeutics Dr....
24 Mars 202145min
73: Turning climate risk into opportunity
Climate change is reshaping the global economy. And we believe it’s not just an investment risk – it’s an investment opportunity. But most ignore the effect of climate change in their economic project...
10 Mars 202121min
72: What to expect from the economic restart
We expect a restart of the global economy and more action by policymakers to cushion the virus shock – but the impact on the markets will likely look very different.On the fourth episode of a five-par...
2 Mars 202126min
71: Geopolitics: when Covid-19 meets a new administration
The Covid-19 crisis continues to profoundly shape our geopolitical environment. It has heightened U.S.-China tensions, accelerated inequality and caused companies to revamp their supply chains. With a...
12 Feb 202127min
70: A stock picker’s guide to 2021
After a year of dramatic volatility, the U.S. stock market ended 2020 at record highs – and this year already has had a strong start. Can the momentum continue?On the second episode of a five-part min...
2 Feb 202120min
69: Larry Fink on our sustainable future
Thirty-two years ago, BlackRock’s Chairman and CEO, Larry Fink, rallied seven other people to found a small bond firm. Since then, BlackRock has grown into a global asset manager. Following the Global...
26 Jan 202132min
