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Emerging markets: Four years of future investment and growth opportunities

New emerging countries are making their mark on the international scene and positioning themselves as strategic markets. They represent the vanguard of growth drivers for a changing global economy, offering investment and diversification opportunities for a growing number of companies. The demographic dynamic, a wake-up call for investment The dynamics of emerging countries[1] are unique […]

Investments, trends and recommendations (Oct)

Lithium concentration continues Last week, Rio Tinto, an Anglo-Australian major in the lithium sector, confirmed the purchase of Arcadium Lithium[1], which owns the main lithium mine in Argentina, one of the countries in the world with the largest possible reserves. Lithium is essential for the production of electronic and IT equipment, making it one of […]

Europe’s setback in the demographic rebalancing

Changes in the attractiveness of different regions and in their attitudes to accepting foreign populations will naturally lead to a reorganisation of migratory flows. In this major rebalancing, the EU appears to be the least well placed, while the Gulf States and, to a lesser extent, Asia will become increasingly important. Finally, the regionalisation of […]

A shrinking world population: The need for new economic models to survive beyond 2050

Population decline threatens to become collapse. Whatever happens, it will lead to some form of economic decline. Our economic models, based on infinite growth, need to be reinvented. Degrowth is not an ideology; it is a reality that is imposing itself on the world. Our team offers as proof the mother of all change: demography. […]

The intolerable persistence of the EU’s economic and political crises

The European Union is facing a series of economic and political crises that threaten to shatter its model. Between the rise of nationalism, economic weakness and the failure of monetary policy, the EU seems to be out of breath. Could this be the very end of the United Europe? Isn’t it time to acknowledge that […]

2025-2029: The dollar takes over from a weakened euro

The economic outlook for Western countries looks bleak, judging by a number of indicators. After the decision to cut interest rates slightly, and with the two leading countries in difficulty, the European economies appear to be the weakest and risk being exposed to an aggressive attitude from countries in better financial health. We touched on […]

Euroland 2025-2030: From reality in our pockets to virtuality, what will remain of the (European) Union?

The Euro in your pocket: A sense of belonging to Europe The relationship we have with money is charged with affectivity and emotion, extending beyond its economic, financial, and monetary dimensions to encompass social, cultural, and emotional values. Similarly, the Euro’s introduction has profoundly influenced European attitudes, marking a significant shift. With the emergence of […]

The future of payment systems, the disappearance of cash: When monetary policy is no longer enough

Among the anticipated back to basics, few measures hold as much potential efficacy as money itself. In times of mounting difficulties and risks, reverting to fundamental principles becomes imperative. Politicians are already taking heed of this necessity by doubling down on bold and assertive monetary policies. This is obvious in ongoing debates surrounding central bank […]

Post-ChatGPT Corporation: Accelerating the Emergence of State-Companies

Marie-Hélène Caillol, President of LEAP and author of this article, draws on the work carried out with the Real-Futur Excellence Centre of the INSEEC-MSc business school, (PERF) which she founded and which she has been leading since January 2024 on the theme of “The future of Human performance in Post-ChatGPT Corporations”. The arrival of ChatGPT […]

Investments, trends and recommendations (November)

Eurozone: State bankruptcies on the horizon? Stagflation, recession, rising credit costs, unemployment… the negative signals are multiplying for the eurozone economies. As the end of the year approaches, these indicators are going to hit the headlines and it is going to become increasingly complicated for governments to put on a brave face. The direct consequence […]

China 2030: The Global Public Debt and Chinese Debt Equation

With the subprime crisis (2007/2009), the rescue plans for banks and financial institutions reached such dizzying heights that we did not expect to see them again any time soon. Since then, the global debt clock has continued to churn out figures that are just as crazy… Between the Covid crisis (2020/2021), the Afghan debacle (2021), […]

Investments, trends and recommendations (Oct)

One year on from the global recession: Navigating the new economy In September, JP Morgan’s monthly Global Manufacturing PMI recorded the twelfth consecutive global recession[1]. Just as we anticipated with inflation, recession is a lasting trend. We are entering a new economy in which a return to high interest rates (the norm), shortages and difficulties […]

Global Economic Panorama 2024: Purchasing power crisis, personal debt, SME bankruptcies, real estate, reindustrialisation. It’s a make-or-break time in Europe!

Everyone knows that what doesn’t bend, breaks[1]. This is the short-term threat to the European Union’s economy. The supranational operation of its institutions is inflexible, and in the international economic competition in which it has found itself, it is up against much more agile competitors. At present, a fall in living standards, fuelled by inflation[2] […]

Five years of China’s Reinvention: The Emergence of a new Geopolitical Model

To be fair, political anticipation requires us to look back at past forecasts. This is what the LEAP team does every August by delving into the GEAB archives. This year, we went back to 2017 to rediscover our anticipations on China’s global power. While China’s position on the world stage is complex in relation to […]

Consumer revolution on the horizon: A different model will take the lead by 2025

Like many industries, the consumer sector is currently caught between technological advances and geopolitical, social and economic upheaval. Looking at the future of consumption is essential because, from necessities to entertainment, our consumption model and its links to the production model shape our everyday lives and our relationship with nature.[1] To get a glimpse of […]

Editorial – Reopening your mind with the GEAB

The world is as big as we want it to be. Our team is dedicated to exploring the world’s geopolitical balances of power and opening a window on how they might evolve. While the future is the cornerstone of our editorial line, we also place the plurality of information at the heart of our work. […]

2023 – 2025: US Banking Crisis, Bank Run, European Digital Wallets, Digital Currencies and Cryptos: The Necessary Break for the Reinvention of the Western Economic System

Never let a crisis go to waste. The US regional banking crisis continues to gather pace. As out of control as the situation seems, our team believes that the American and European political and financial authorities see it as a necessary evil to reinvent their economic system. This reinvention is a matter of survival for […]

Editorial – Regulation, war, ChatGPT: 2023, the cognitive collapse of the Internet

We hear a lot about the end of civilisation linked to the arrival of AI, which ChatGPT has made clear for everyone. Human beings would have no or very little added value from now on, AI would be so much more than HI… We have news from the future that is both reassuring and disturbing. […]