Investment

What is driving the global rise in long-term interest rates?

Rising bond yields are likely down to stronger investment demand, more supply of long-duration debt and less absorption by yield-insensitive investors

Gene Frieda

Profit shifting, tax harmonisation and investment in the EU single market: a trilemma

Anti-avoidance success has made EU investment more tax-sensitive, strengthening the case for corporate tax coordination within the single market

Madalena Barata da Rocha, Roel Dom, Pascal Saint-Amans and Bo Sangers

The billionaire paradox

The EU should ask what it wants from globally influential tech magnates, not just how to curb them

Rebecca Christie

Billionaires? In this economy?

How has great wealth transformed society and economic policy in the US and Europe?

Rebecca Christie, David de Jong and Karel Lannoo

India needs lasting reforms to attract foreign capital, not stopgaps

Rajeswari Sengupta and Alicia García-Herrero

Europe's search for profitable investment should lead to India

Alicia García-Herrero

Beyond tariffs: why Europe and India must prioritise investment into manufacturing

Alicia García-Herrero, Rajeswari Sengupta and Nina Vujanović

European clean tech tracker

This tracker provides an overview of the main innovation, manufacturing and deployment trends in clean tech in Europe

Benjamin Bjerkan-Wade, Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams, Roberto Rossini and Simone Tagliapietra

Competing for inputs: how the European Union can improve critical raw materials supply security

EU critical raw materials projects fall short of self-sufficiency targets, making trade deals and targeted investment central to supply security

Madalena Barata da Rocha, Antoine Mathieu Collin and Camille Reverdy

Calls for EU financial-rule simplification should not spill over into lower standards

EU banking rules are under pressure for simplification, but reforms should cut complexity without weakening financial safeguards

Jesper Berg and Hans Geeroms

Double materiality doubles the work

Rebecca Christie

To what extent can green infrastructure investment mitigate China’s clean-energy overcapacity?

China’s green industrial strategy has outpaced demand, leaving renewables firms under strain and grid expansion as the key test of market rebalancing

Alicia García-Herrero and Haoxin Mu

Why is sustainable finance so disconnected from capital markets?

Rebecca Christie

Green finance or financing green? Bridging the EU’s sustainable-finance and capital-market architectures

Sustainable finance rules risk becoming costly compliance unless the EU aligns disclosure with market policy and global standards

Rebecca Christie

Planning for the rising fiscal costs of climate disasters

Low insurance coverage is turning EU governments into disaster insurers of last resort, strengthening the case for prevention and adaptation finance

Heather Grabbe, Ugnė Keliauskaitė, Marie-Sophie Lappe, Irene Monasterolo, Massimo Tavoni and Georg Zachmann