Emerging markets lead global growth in 2026, surpassing 4% GDP and outpacing developed economies, driven by strong demographics, reforms, and investment trends. – Written by Doğan Erbek
Global trade in 2026 is being shaped by a combination of tariff uncertainty, shifting supply chains and an evolving geopolitical landscape. – Written by Doğan Erbek
The World Economic Forum’s 2026 outlook presents a compelling analysis of a global environment defined by increasing multipolarity and declining multilateral cooperation. – Written by Doğan Erbek
Despite a backdrop of geopolitical tensions, inflationary pressures, and uneven growth, global markets have demonstrated remarkable resilience. Investors and analysts are noting that, despite ongoing volatility, underlying fundamentals and adaptive strategies are helping markets navigate uncertainty with surprising strength. I’ve explained below some indicators of this resilient growth and the headwinds facing global markets. Steady …
Global markets show resilience amid ongoing uncertainty Read More »
Artificial intelligence is reshaping global finance, but nowhere is the impact more keenly felt than in Europe, where analysts warn that AI could displace 200,000 bank employees by 2030. This projected shift reflects a structural transformation in how banks operate, compete, and deliver services in an increasingly digital marketplace. The scale of potential displacement is …
AI could displace 200,000 bank employees in Europe Read More »
Global monetary policy is entering a new phase after several years of aggressive tightening. From Washington to Frankfurt and London, central banks that once raced to raise interest rates to combat surging inflation are now pausing and signaling a shift toward easing. This transition marks a critical moment for economies, businesses, and households worldwide. For …
Interest rates at a turning point between restriction and relief Read More »
In recent years, European companies have made ambitious climate pledges, aligning with the EU’s Green Deal and global net-zero targets. Yet, behind the polished sustainability reports and public commitments lies a sobering truth: only 16% of the continent’s largest firms are currently on track to meet their net-zero goals by 2050. This stark figure reveals …
Green promises, harsh reality: only 16% of European companies deliver Read More »
Supply chains have undergone a dramatic transformation over the past few decades. Once characterized by linear, cost-driven models focused on efficiency and scale, today’s supply chains are increasingly dynamic, digital, and resilient. This evolution has been driven by globalization, technological innovation, shifting consumer expectations, and disruptions such as pandemics, geopolitical tensions, and climate-related events. In …
The evolution of supply chains showing trends in corporate adaptation Read More »
In an increasingly interconnected global economy, trade policies serve as critical levers for shaping economic outcomes. However, when these policies become unpredictable or subject to frequent change – what economists refer to as trade policy volatility – they can pose significant risks to both financial stability and long-term economic growth. This volatility undermines investor confidence, …
How trade policy volatility threatens financial stability and economic growth Read More »
The climate cost of artificial intelligence (AI) is becoming an increasingly central theme in today’s global financial and sustainability conversations. It is evident from recent analyses by industry observers that while AI holds extraordinary promise for innovation and economic development, its environmental impact—particularly the carbon footprint and energy consumption associated with data centers—is a concern …
The rising climate cost of AI: a wake-up call for the financial sector Read More »
