RE-DEFINE

28/10/2024

For my friends in - next week I embark on a month long tour of , , and starting with this in Stockholm at the annual Summit .. DM me if you would like to attend, or meet up on the 4th, 5th, or 6th of Nov (Mon-Wed) next week!

KEYNOTE SPEAKER
Navigating emergent Geoeconomic, Demographic, Environmental and Technological Challenges Successfully

For this speech, Sony Kapoor will draw on the interdisciplinary work he leads at the EUI as well as his work for the Indian and Brazilian G-20s to discuss the following.

• The current state of institutional investment, particularly in the EU
• The historical drivers of economic growth and financial profitability
• The impact of environmental risks and opportunities globally
• The impact of demographic shifts, globally and in the EU
• The impact of fast paced technological changes
• The risk from and impact of rising military and economic conflict and tensions
• The impact of new trade, investment and geopolitical risks and opportunities

Despite the dominance of often negative headlines on conflict, demographics and climate, and breathless optimism about technology, the reality is far more nuanced. But big changes are indeed afoot. Those who are well informed, nimble, and understand how the developments across energy, environment, economics, technology and geopolitics influence each other, and the risk and return landscape for institutional investors can emerge financially and institutionally stronger, even as others get left behind. The keynote will end with specific recommendations for institutional investors on how to get ahead of the game.

Sony Kapoor, Interdisciplinary Professor of Climate, Geoeconomics, and Finance, European University Institute

https://www.investorsummit.se/program/

16/09/2024

On Friday last week, I got together with Hannah White, CEO of the Institute for Government, and Paul Johnson, CEO of the Institute for Fiscal Studies, two of the UK's most influential policy Think Tanks to discuss one of the most hyped features of the new UK government's economic strategy - the creation of a National Wealth Fund, and concluded the the hype was not justified. I ended the podcast with some concrete suggestions on what could actually help the UK increase productivity and growth instead ....

Have a listen to the Expert Factor Podcast here

What exactly is a National Wealth Fund? Lots of other countries have one - or something similar. In fact, there are 179 of them - holding up to $12.4 trillion i

23/05/2020

Was the Franco-German agreement on a €500bn recovery fund a "Hamiltonian moment" for the ?

Our Managing Director Sony Kapoor argues in POLITICO Europe that it is not all that it seems:

The much-hallooed Franco-German proposal is not a step toward a fiscal union.

06/04/2020

COVID-19’s economic impact on crumbling GDPs, collapsing tax revenues and ballooning fiscal deficits will be much larger than what has been reported thus far. Any hesitation in throwing everything but the kitchen sink at the health, employment, state aid and financial rescue interventions that are needed will literally kill citizens and destroy the economy. To combat COVID-19, central banks, including the ECB, must cross the Rubicon of monetary financing and immediately transfer the 20%-30% of GDP this will cost into fiscal coffers.

COVID-19’s economic impact on crumbling GDPs, collapsing tax revenues and ballooning fiscal deficits will be much larger than what has been reported thus far. Any hesitation in throwing everything but the kitchen sink at the health, employment, state aid and financial rescue interventions that are...

19/11/2019

Is all now sustainable and finance?

Watch our managing Director give a keynote at the London conference in the future of development finance:

Is winter coming for finance and investors? A flash talk with Sony Kapoor, Managing Director of Re-define, dives deeper into the potential of results-based f...

17/10/2019

Follow Friends it Europe conference today on State of : https://www.facebook.com/friendsofeurope.foe/

Friends of Europe

This high-level event, now in its 16th edition, annually gathers 200+ influential figures from more than 40 countries to brainstorm on the future of Europe.

13/09/2019

Today, our Managing Director Sony Kapoor and the best boss one could wish for celebrates his birthday!

We wish him all the best - and here are some of his best speeches and opinion pieces, many many more to come soon!

His Bloomberg columns

On 10 years after Lehnam collapse: https://www.bloomberg.com/opinion/articles/2018-07-03/lehman-collapse-10-years-later-four-major-risks

On climate litigation risk rising: https://www.bloomberg.com/opinion/articles/2018-06-18/the-climate-litigation-threat-is-getting-credible

On why it's almost certain there will be no : https://www.bloomberg.com/news/videos/2019-07-09/we-re-not-going-to-see-a-brexit-re-define-s-kapoor-video

On and & society: https://www.youtube.com/watch?v=_7EQF1hO3do&t=262s

At the annual Technoport conference, Sony talks about the risks and opportunities that technology and innovation offer to societies worldwide, offering guard...

02/07/2019

The Visegrad Group countries need to acknowledge the challenges change will create for their economies and societies:

In EUobserver today:

https://euobserver.com/opinion/145293

If the trends continue, which they will, industry in the Visegrad 4 countries (Poland, Hungary, Slovakia and Czech Repulic) may struggle to attract investment if it relies on unsustainable energy.

25/06/2019

- an opportunity for to reinvent itself as new kind of soft in a turbulent era. It would also help tackle 's deficit & improve its

Read our take in the Prospect Magazine:

History’s most successful peace project faces a critical moment in time. But putting sustainability and the environment at the heart of the EU won't only be good for future generations—it will improve prosperity now

18/06/2019

How could we pay for the green energy infratsructure that we need?

Read our latest post for Impakter magazine on how new partnerships and ideas could pave the way for financing

https://impakter.com/financing-the-sustainable-development-goals-how-will-we-pay-for-the-green-energy-infrastructure-we-need/

Director at Re-Define think tank Linda Zeilina looks into how we can finance the progress toward achieving the sustainable development goals.

14/06/2019

Milkshakes vs snowflakes

A new term for the right wing politicians?

http://re-define.org/2019/06/14/youve-heard-of-the-snowflakes-now-meet-the-milkshakes/

There he is, Nigel Farage, the Brexit Party leader, doused in milkshake. And he’s not alone in his predicament; in recent weeks several of Nigel’s hard Brexit leaning contemporaries have been on the receiving end of a well-aimed, milky splatter. These incidents have sparked a healthy debate abou...

07/06/2019

Is and profitable?

Watch our Managing Director Sony Kapoor examine why is expensive and hurts future growth:

RE-DEFINE Managing Director Sony Kapoor explains why Norway still has a lot to work on to ensure it has the best human capital: it needs to actively fight ne...