A Few White Papers
you are currently viewing::Graying Asia: How Aging Is Reshaping BankingJuly 17, 2026--Summary These changes affect banks' funding structures, profitability, and risk profiles, with implications for financial stability. We also provide new evidence on cross-border dynamics, showing that demographic divergence spurs asset reallocation toward younger economies. Our findings highlight evolving risks and supervisory challenges as demographic transitions unfold unevenly across economies. Source: imf.org |
Low-tech Longevity Investments Could Unlock $6 Trillion by 2040
June 23, 2026-Low-tech, low-cost strategies could prevent 400 million falls at home, 8.5 million new type 2 diabetes cases and 2.4 million dementia cases by 2040, while unlocking $5.8 trillion in healthcare savings and $645 billion in productivity gains. Yet much of that opportunity remains unrealized because governments and businesses manage health, finances and labour participation separately, a new World Economic Forum report finds.
Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone
June 22, 2026--China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up
Despite Chinese progress, the United States remains for now ahead in the race for dominance over the so-called artificial intelligence hardware stack -the resources and equipment, especially semiconductors, needed to run AI models.
2026 Mid-Year Global Forecast Report-Shocks, Signals and What Comes Next
July 20, 2026--Six months ago, the prevailing view for 2026 was that the global economy would simply muddle through. We largely agreed, while noting that the margin for error looked unusually thin. So far, that assessment has held, although it has been tested repeatedly.
The Regenerative Blue Economy: Pathways to Prosperity
June 8, 2026-Marine ecosystems continue to degrade under pressure from warming seas, rising tides, pollution and overuse, undermining the long-term well-being of the communities and economies that depend on them. This report examines how to shift from the status quo- which perpetuates this decline -towards a regenerative blue economy.
Deepening Divides: The Cost of a More Fragmented Financial System
June 4, 2026-The period spanning 2025 and early 2026 marked a turning point for the global trade and financial systems as states deployed economic statecraft on a scale not seen in the modern era, accelerating and deepening fragmentation.
This insight report offers new quantitative analysis that measures the economic drag of current trade and financial policies as well as the potential cost of an increasingly plausible worst-case scenario.
