Koen De Leus is chief economist at BNP Paribas Fortis and author of Naar Grijsland and De winnaarseconomie. He manages to interpret complex economic topics in an accessible way. Philippe Gijsels is chief strategist at BNP Paribas Fortis and an enthusiastic investment professional. As an expert in financial analysis, he makes frequent appearances in the media.
Inhaltsangabe
Why we are at a tipping point 7 Introduction 15 One trend to rule them all 49 1 Innovation & productivity The productivity boost 68 Characteristics of the digital revolution 80 New technologies & productivity acceleration 102 The impact of Covid-19 114 The energy transition 122 2 Climate War and energy 138 Climate risks undermine growth 152 Economic disaster or opportunity? 157 Winners and losers 168 Inflation, interest rates and debt 176 3 Multiglobalisation Why globalisation matters 196 From globalisation to deglobalisation 203 Globalisation in traded goods at its peak 208 Globalisation is fragile 213 The decoupling 239 Multiglobalisation 256 The price of deglobalisation 263 4 Debt Developed countries’ mountain of debt 280 Emerging countries’ mountain of debt 292 Lessons learned from the past 304 Finding a solution to our debts 314 5 Ageing Demographic transition 338 Impact on growth and productivity 356 Impact on interest rates and inflation 375 Impact on the stock market and real estate market 380 Epilogue 405 Abbreviations and explanations 411 Endnotes 413
Why we are at a tipping point 7 Introduction 15 One trend to rule them all 49 1 Innovation & productivity The productivity boost 68 Characteristics of the digital revolution 80 New technologies & productivity acceleration 102 The impact of Covid-19 114 The energy transition 122 2 Climate War and energy 138 Climate risks undermine growth 152 Economic disaster or opportunity? 157 Winners and losers 168 Inflation, interest rates and debt 176 3 Multiglobalisation Why globalisation matters 196 From globalisation to deglobalisation 203 Globalisation in traded goods at its peak 208 Globalisation is fragile 213 The decoupling 239 Multiglobalisation 256 The price of deglobalisation 263 4 Debt Developed countries’ mountain of debt 280 Emerging countries’ mountain of debt 292 Lessons learned from the past 304 Finding a solution to our debts 314 5 Ageing Demographic transition 338 Impact on growth and productivity 356 Impact on interest rates and inflation 375 Impact on the stock market and real estate market 380 Epilogue 405 Abbreviations and explanations 411 Endnotes 413
Es gelten unsere Allgemeinen Geschäftsbedingungen: www.buecher.de/agb
Impressum
www.buecher.de ist ein Internetauftritt der buecher.de internetstores GmbH
Geschäftsführung: Monica Sawhney | Roland Kölbl | Günter Hilger
Sitz der Gesellschaft: Batheyer Straße 115 - 117, 58099 Hagen
Postanschrift: Bürgermeister-Wegele-Str. 12, 86167 Augsburg
Amtsgericht Hagen HRB 13257
Steuernummer: 321/5800/1497
USt-IdNr: DE450055826
