Global Perspectives & Solutions

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  • Investment Themes in 2019

    ...cycle. At the end of 2018, what we do know is that there is a widening divergence of views on the prospect of the coming year. Our global economics team...

    Global Growth
  • China’s Belt and Road at Five called a ‘dollar constraint’. Since the renminbi is not a fully functioning global currency, the BRI largely requires dollar-denominated financial resources to fulfill its objectives: it is significant that...

    Global Growth
  • Rethinking Single-Use Plastics

    ...Greenpeace USA Roughly half of global consumer packaging is made of plastic and over a third of resin that is produced by Chemical companies goes into packaging end markets. Plastics...

    Environmental Economics
  • Putting The Band Back Together

    ...intermediaries for subscription services (Apple, Spotify) but are largely excluded from the economics of the concert business. As such, growth in concert revenue is particularly helpful to artists. With this...

    Technology & Innovation
  • The Public Wealth of Cities

    ...In our 2016 Citi GPS report Infrastructure for Growth, we found the total global need for infrastructure spending was $58.6 trillion over the next 15 years. At the same time...

    Global Growth
  • China Entering a New Political Economy Cycle

    ...and priorities that he advocates. Given that the ‘China dependence’ of many countries has risen considerably as China has become the largest contributor to global growth (at 40% vs. the...

    Global Growth

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