Europe: Transformation Amidst Turbulence
About this episode
The episode discusses the transformations reshaping Europe's economy with insights from Andrea Montanino.
In this episode, Gaurav, Barbara, and Andrew are joined by Andrea Montanino, Chief Economist at Cassa Depositi e Prestiti, Italy, and former Executive Director at the IMF, to explore the profound transformations reshaping Europe’s economy. Framed around four key pillars—demographics, geopolitics, energy, and technology—the discussion examines the structural forces weighing on Europe’s growth and competitiveness. As the global landscape becomes more fragmented, Andrea argues that “the world is no longer a supermarket”—with firms forced to weigh resilience, diversification, and supply chain risks alongside costs. The team also explores Europe’s trade strategy in a shifting order, its energy security following recent shocks, the potential of deeper ties with Africa, and the challenge of channeling abundant savings into productive investment.
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