Moody’s Talks · 2026-06-18 · 59 min
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. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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