Books
Books about the forces reshaping growth, investment and the global economy
The Price of Scarcity
Why has economic growth become so difficult—and why are interest rates, energy costs and investment demands remaining so high? The Price of Scarcity examines how shortages of capital, energy, labour and infrastructure are reshaping the global economy and financial markets.
The Investment Boom Built on Scarcity
A new investment cycle is gathering momentum, driven by artificial intelligence, energy infrastructure, defence and the restructuring of global supply chains. But much of this spending is defensive: capital required simply to stand still in a more expensive and hostile world.