An international Think Tank improving public policy, business strategy and investment best known for its work on the Euro crisis, Green Finance, and Development
My July 14, 2105 Interview on Bloomberg Surveillance by host @ManusCranny on the #IranNuclearDeal that was being negotiated by #Obama where I celebrated it as a "Painful Labour of Love" saying that it would be good for security, diplomacy & economy!
bloomberg.com/news/videos/20…
This matters because climate investment is unusually sensitive to financing costs.
In many EMDEs, viable projects become unviable simply because capital is too expensive, tenors are too short, or currency risk is too high.
findevlab.org/wp-content/upl…
Would value reactions from people working on:
climate finance, MDB reform, blended finance, guarantees, EMDE investing, and development policy.
findevlab.org/wp-content/upl…
The problem is not just that we use too few guarantees.
It is that we often expect too much from poorly designed ones.
If we want climate finance at scale, we need less magical thinking and more system-building.
That is the core argument of the paper.
findevlab.org/wp-content/upl…
Everyone says guarantees can “unlock trillions” for climate finance.
But can they really? 🧵
In a new paper, Stijn Claessens and I look at what guarantees can actually do for climate finance in developing economies.
findevlab.org/wp-content/upl…
Folks, last year I took over as Chair of the World Benchmarking Alliance @SDGBenchmarks & I am delighted with how we have navigated this tricky year.
We are looking for brilliant & dedicated folks to add capacity to the Supervisory Board. Details here
linkedin.com/feed/update/urn…
The #BullCase for #EmergingMarkets - @HiddenForcesPod with @kofinas
The "American Exceptionalism" trade has hit a wall. 🇺🇸🛑
For 15 years, the math was simple: Buy the U.S. and win. But in 2026, the valuation gap between the U.S. and EMs has become a fundamental risk to your portfolio. 🧵👇
hiddenforces.io/podcasts/the…
Global capital is quietly breaking up with the US.
Not because of “anti-American bias,” but because concentration risk, politics, and fading tailwinds make it unavoidable.
#Trump’s policies just hit fast-forward.
My @business Weekend Essay ⬇️
bloomberg.com/news/articles/…
As always, an insightful and comprehensive @Euractiv newsletter by @EddyWax with a quote from me euractiv.com/news/rapporteur…
"The most likely outcome (of the US-India deal) was that bilateral trade would revert to roughly the levels before Trump’s trade war, launched last April."
Morning after the flood
We've a fascinating podcast today with the brilliant @SonyKapoor ...this is a little gem on the crazy concentration of global capital in the US and what happens when/if money leaves the US and goes back home.
Enjoy!
podcasts.apple.com/ee/podcas…
Morning after the flood
We've a fascinating podcast today with the brilliant @SonyKapoor ...this is a little gem on the crazy concentration of global capital in the US and what happens when/if money leaves the US and goes back home.
Enjoy!
podcasts.apple.com/ee/podcas…
Delighted that after 16 years of advocating for it and advising both sides, the #EUIndiaFTA has finally been concluded! BIG
The EU and India will eliminate tariffs on over 90% of goods traded between the two after completing "the mother of all deals" bloomberg.com/news/articles/…
So proud of my 8-year old son to have done a long cross-country ski trip with me after a full day at school without complaining ... too much!
Soon, the father will be left behind in the powder as the prodigal son powers ahead!!! #winterwonderland#Oslo#Norway#NordicLife
Yesterday, the @SDGBenchmarks which I chair, released its eye-opening, thorough and detailed data and analysis of the impact and performance of the world's top 2,000 companies, It is also my #MustRead of the year so far linkedin.com/pulse/eye-openi…
NEW! We have just published our global, cross-sector analysis of the world’s 2,000 most influential companies, revealing how they are driving or delaying the transformations needed to safeguard people and planet.
Explore the results: worldbenchmarkingalliance.or…#2000reasons
Winter has come ... and the fireplace is crackling & being the scientifically literate person that I am ... we have put salts of Sodium, Potassium, Lithium, Strontium, Copper, Calcium, Barium and Boron in the flames to make this gorgeous #RainbowFlame#NordicLife#ScienceAsArt
#PeakHappiness - when your 2,5 & 8 year olds plan and execute a #BirthdaySurprise for you & having sneaked out of bed, walk back in singing with a cake and card they made for you all without you having any inkling of what they had been up to!!! #WorldsLuckiestDad#BonWeekend ❤️
Fantastic episode! Imho best ep of hidden forces.
So good to hear such a broad conversation presented within a comprehensive economic framework (grabbing the papers but given @SonyKapoor work with funds, he understands how we got here with savings) with the creds to boot. 🙏
I’m joined by @SonyKapoor to discuss how a decade of asset-price inflation, aging demographics, and policy-driven distortions have led to gross misallocations of capital with profound implications for investors.
We discuss how the growth of ... 👇🏼🧵
hiddenforces.io/podcasts/gre…