Inside Track – March 2019

This month’s topics are:

  • Although growth continues to slow (gently) in Asia, Europe and the US, the global economy is in no worse shape than it was a few weeks ago.
  • Whatever the length or intensity of the next recession, it will be exacerbated by a context framed by diverse risk categories.
  • The outcry over Italy signing a “Belt and Road accord” with China is overblown. China can now access the ports of Genoa and Trieste, having already invested in other European ports.
  • On most metrics measuring human progress (ranging from GDP per capita to life expectancy), we’ve never had a better life; yet a surprising number of individuals in high-income countries feel miserable at work.
  • “Brexeternity”At the eleventh hour, all options are back on the table, from May’s deal to a no-deal, from a softer Brexit to a second referendum. But, irrespective of the actual outcome, Brexit won’t be over any time soon.
  • Far-right networks are gaining strength, boosted by technology / social media.
  • The more technology dominates our lives, the greater the value placed on human interaction – so much so that some analysts now talk about the “luxurification” of human engagement.
  • Consumption, travel, housing, etc. are increasingly centred on the individual.

Download the full report: March’s Inside Track