Insights

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The ECB can't match the Fed

Financial Services

Gregor Irwin
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The European Central Bank (ECB) and the Fed are both worried about stubbornly low inflation and a weakening outlook. They are both signalling that they will turn the policy dial back towards a looser monetary stance. But the differences in the political circumstances and the institutional constraints facing each are stark. They suggest the Fed is much better positioned to…

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The future of food

Sustainability

Stephen Adams
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Are consumer preferences the main drivers behind the public policy changes? How should food systems change to meet growing demand, from increasing productivity, reducing waste and changing diets? Listen to Senior Director, Stephen Adams, Practice Lead for Sustainability, Elizabeth Beall and Associate, Mollie Brennan discuss the future of food in the UK, Europe and…

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EU infrastructure policy: Key considerations for investors

Energy & Commodities

Tom White
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A key challenge for the European Union’s 2019-2024 policy cycle will be to secure a larger share of the economic opportunities offered by new technologies, in a more explicit race with the United States and China. Hopes in the previous cycle that this could be secured by a new generation of start-ups and by establishing the EU as a global regulator are being replaced by a…

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General Politics

The other leadership race that really matters

General Politics

Tom King
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There is only one cast-iron certainty in British politics. That is that whoever replaces Theresa May in Downing Street this summer will be faced with the same set of problems. Of course, the identity of the prime minister matters. But it is not likely to change the questions facing MPs of all parties come the autumn.

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Price and value: how best to measure a company's performance?

Financial Services

Adam Terry
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In his 2018 letter to CEOs, Blackrock’s Larry Fink set some serious hares running in his insistence on the related concepts of “purpose” and “profit”. While a company’s purpose is irrelevant if it is not profitable, he argues, the former must always drive the latter: “purpose is not the sole pursuit of profits but the animating force for achieving them”. These sorts of…

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Living with a changing US approach to trade policy

Trade & Manufacturing

Stephen Adams
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WORLD: Following an event with European Commission DG Trade representative with businesses, trade unions and EU member states representatives, Global Counsel Senior Director, Stephen Adams, Head of Europe, Tom White and Practice Lead for Trade, Daniel Capparelli, discuss EU-US trade tensions, including Trump’s trade policy and new trade agreement negotiations, challenges…

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UK-US Trade: Is the NHS 'on the table'?

Trade & Manufacturing

Stephen Adams
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There are few UK political issues like the NHS – beloved, sacrosanct and elaborately celebrated and protected by politicians of almost any stripe. So it is inevitable that political alarm bells ring at the idea that the UK’s national health service would be ‘on the table’ in a possible UK-US trade agreement – an idea that got some airplay during President Trump’s visit to…

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UK-US Trade: Is the NHS ‘on the table’?

Trade & Manufacturing

Stephen Adams
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Global Counsel Practice Lead for UK Politics and Policy, Alex Dawson, is joined by Senior Director, Stephen Adams and Practice Lead for Public Services, Tom Smith, to discuss the NHS and its status in any future trade talks with the US in a post-Brexit United Kingdom, following on from President Trump's comments this week on his state visit to the UK and Ireland.

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General Policy icon

Policy beyond Brexit: important or irrelevant?

General Policy

Tom King
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With a list of candidates longer than your leg, the Conservative leadership contest is now in full swing. Unsurprisingly, many of the candidates’ public statements – and the questions they’re being asked by the media – relate to the looming question of Brexit. You might think in this context that talking about the details of government, like taxation and public spending,…

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General Politics

Can the new prime minister of Britain stop parliament blocking a no-deal Brexit?

General Politics

Joe Armitage
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The UK stepped back from the precipice of a no-deal Brexit in April by requesting and receiving an extension of the Article 50 period up to October 31st this year. This has provided short-term relief from the immediate risk of a no-deal for many businesses on the continent and in the UK. But political turmoil over how to handle Brexit has again engulfed the UK in the last…

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General Politics

Will elections in Europe and Ukraine change EU-Russia relations? With Nicu Popescu

General Politics

Alexander Smotrov
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RUSSIA & CIS: Following a lunch event, Practice Lead for Russia, CIS and CEE, Alexander Smotrov and Nicu Popescu, Director of the Wider Europe Programme at the European Council on Foreign Relations, discuss recent elections in Europe and Ukraine, and their potential impacts on EU-Russia relations.

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General Politics

Indonesia elections: three observations on Jokowi's victory

General Politics

Brigitta Kinadi
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Although official results of the Indonesian presidential and parliamentary elections have not been released, quick count results suggest that incumbent president, Joko Widodo (Jokowi), has secured a second term. The latest projections show that Jokowi won with around 56% of the votes, while his opponent, Prabowo Subianto, received 44%. As Indonesia awaits official results…

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General Politics

The race for a new Conservative leader

General Politics

Stephen Adams
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UK: Senior Director, Stephen Adams, Practice Lead for UK Politics and Policy, Alex Dawson, and Senior Associate, Joe Armitage, discuss the process of selecting a new leader for the Conservative Party, differences from the leadership race in 2016 and potential front runners.

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The EU’s new China strategy: Trumpism à la Bruxelles?

General Policy

Daniel Capparelli
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Viewed from Brussels, April 2019 marks an inflection point in the EU’s strategic approach to China. By all accounts, EU institutions and member states managed to display unprecedented unity in protracted and difficult negotiations with Beijing ahead of the EU-China summit, confounding expectations to secure a set of important Chinese commitments towards a more reciprocal…

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Is inflation targeting dead?

General Policy

Gregor Irwin
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The consensus underpinning monetary policy in advanced economies over the past 30 years is weakening, with challenges from both the left and the right, and from within the central banking community. The implications are potentially far-reaching, including for institutional arrangements and the independence of central banks. Some central banks are more vulnerable to…

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General Politics

German industrial strategy: big firms for big challenges?

General Politics

Thomas Gratowski
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Germany’s economy minister, Peter Altmaier, has presented a draft “national industrial strategy 2030” that seeks to formulate a response to fiercer international competition. It is the first time that a German government has sought to define a national and European industrial strategy. Altmaier’s proposal is thus an expression of a shifting cross-party consensus, largely…

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Europe's 5G networks: is Huawei being excluded?

TMT

Franck Thomas
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“No equipment supplier, including Huawei, should, or may, be specifically excluded from 5G roll-out”. These words come from Jochen Homann, the president of the German telecom regulator. This statement was interpreted by many in the media as a concession to Huawei and evidence of Europe’s more measured approach to 5G infrastructure than the US. However, the initiatives…

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General Politics

China in Europe: systemic rival or strategic partner?

General Politics

Stephen Adams
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Global Counsel Senior Director, Stephen Adams and Senior Associate, Jens Presthus, discuss his recent blog about China’s relationships with the EU and individual European states.

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