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21 Jul 2020

The Post Lockdown Phase Also Applies to Central Banks

As has occurred for more than a decade now, the Fed and the ECB will continue to resort to unconventional monetary policy in the coming months. And central bank independence will have to be defended
20 Jul 2020

Risks Light Up Innovation

Whether they are medical emergencies or sudden natural catastrophes, the increase in uncertainty and risk perception accelerates changes and innovations in the product, process and business model. First to benefit are the companies that, apart from their size, have an efficient governance and that over time have invested in research
17 Jul 2020

Banks Are Back in the Thick of the Game as Lenders

The crisis we are experiencing, unlike the previous ones, has affected the real economy and not the financial sector. The need for new liquidity for businesses and the risks associated with their solvency have given banks a leading role. Will they overcome the stress of a possible new wave of nonperforming loans?
16 Jul 2020

Watershed on Three Levels

The Covid19 era represents a discontinuity in history that will leave its mark on society, family and individuals. It will affect social cohesion, societal attitudes towards risk and other generations, phenomena that will remain over time and be studied by social scientists
15 Jul 2020

V Shaped or Swoosh Shaped? That Is the Economic Question

From businesses to governments, the actions to be put in place to restart the economy must first consider whether the effects of the Covid crisis will be long lasting or pass quickly. Financial markets are already placing a premium on resilient companies, sending a signal to investors about the future of the recovery
14 Jul 2020

How Companies Have to Invest for the New Normal to Be Better

Time to invest for recovery. Three rules for not repeating mistakes: divest quickly from unprofitable areas and products, realign strategy around the new priorities of business investment, and adopt sustainability as a criterion for capital budgeting and managerial assessment
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