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Thursday, April 4, 2024 (2:30 pm - 6:00 pm) Meeting

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
"The Outlook for the Economy and Finance"

Villa d'Este Via Regina, 40 - 22012 CERNOBBIO (CO)

Some of the most prestigious protagonists of the 35th edition of the Cernobbio Workshop "The Outlook for the Economy and Finance" will illustrate their reflections on the economic and financial scenarios in Italy, Europe and the world. A unique opportunity to gain insights into main global dynamics and delve into upcoming challenges and key trends for the future.
The following topics will be addressed:   

  • global economy
  • emerging market risks and opportunities
  • China’s economy
  • geopolitical risks

Speakers

Tina Fordham

Founder and Geopolitical Strategist, Fordham Global Foresight; former Chief Global Political Analyst on Wall Street, Citi

Robert Koenigsberger

Founder, Managing Partner & CIO, Gramercy Funds Management

Paola Sapienza

Senior Fellow, Hoover Institution, Stanford University; Donald C. Clark/HSBC Chair in Consumer Finance Professor, Kellogg School of Management, Northwestern University

Yongding Yu

Academician, Chinese Academy of Social Sciences, China; Member, Advisory Committee of National Planning of the National Development and Reform Committee

Programme

April 04, 2024
2:30 pm - 3:10 pm Tina Fordham: “2024 Geopolitical Outlook. Inflection Point”
3:10 pm - 3:40 pm Yu Yongding: “The Outlook of China's Economy”
3:40 pm - 4:00 pm Debate
4:00 pm - 4:30 pm Break
4:30 pm - 5:05 pm Robert Koenigsberger: “Mapping Risks for Investments: a Better Approach to Emerging Markets”
5:05 pm - 5:40 pm Paola Sapienza: “Agenda for Italy: the Role of Human Capital in Explaining Italy’s Productivity Gap”
5:40 pm - 6:00 pm Debate

Documenti dell'incontro

Nota informativa

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
"The Outlook for the Economy and Finance"

Nota informativa

Kit

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
"The Outlook for the Economy and Finance"

Kit

Documents

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

2024 geopolitical outlook inflection point

Tina Fordham

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

China’s economic growth and macroeconomic policy

Yu Yongding

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

We will not be any smarter on November 6

web link

Sylvia Walter

FuW

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Bollettino economico 1/2024

web link

Banca Centrale Europea

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Cosa aspettarsi dall’economia globale nel 2024

Walter Frick

Harvard Business Review Italia

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Global Financial Stability Report - Executive Summary

web link

International Monetary Fund

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Dall'illusione dell'abbondanza all'economia dell'abbastanza

web link

Mario Deaglio

Edizioni Angelo Guerini e Associati

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Il dominio economico della Cina è al punto di flesso?

Allen J. Morrison, J. Stewart Black

Harvard Business Review Italia

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

The Past & Present of Investing in Emerging Markets (“EM”)

Gramercy

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Predictions Are Passé. To Navigate 2024, Focus On What’s Plausible

web link

Tina Fordham

Forbes

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

China’s Economic Prospects Are Brighter Than They Appear

web link

Yu Yongding

Project Syndicate

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

China’s Policy-Induced Slowdown

web link

Yu Yongding

Project Syndicate

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

China’s Response to Decoupling

web link

Yu Yongding

Project Syndicate

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Fixing China’s Real-Estate Sector

web link

Yu Yongding

Project Syndicate

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Reality Check: Deglobalization

web link

Omri Nahmias

MIT Sloan Management Review

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

OECD Economic Outlook, Interim Report February 2024: Strengthening the Foundations for Growth

web link

OECD

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop "The Outlook for the Economy and Finance"

Is the Global Economy Fragmenting?

web link

Michael Blanga-Gubbay, Stela Rubínová

World Trade Organization

Video of the meeting