The New World Economy | Philippe Gijsels

2026 1FinanceWorld
Full session recording featuring Philippe Gijsels joining host Henning Stein for a conversation on the new world economy, inflation, innovation, demographics, commodities, real assets, Europe, energy, and climate transition.
1FinanceWorld  •  One Finance World The New World Economy
Philippe Gijsels Chief Strategy Officer, BNP Paribas Fortis
Henning Stein Partner, 1BusinessWorld  |  Host
1FinanceWorld  •  One Finance World

The New World Economy

Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, joins host Henning Stein, Partner at 1BusinessWorld, for a 1FinanceWorld conversation on the structural forces shaping the global economy. The session centers on five connected trends: superinflation, hyper-innovation, climate transition, multi-globalization, and demographic shifts.

The conversation examines why the inflation playbook, central bank response function, labor-capital balance, and portfolio construction model are all changing at the same time. Gijsels connects multi-globalization and demographics to stronger labor bargaining power, higher structural inflation, more difficult policy choices, and a market environment where real assets, commodities, gold, silver, energy, critical minerals, and mining receive renewed strategic attention.

The session also explores the role of artificial intelligence, Europe, climate transition, nuclear power, renewable energy, and energy independence in the new world economy. Its central message is clear. Leaders and investors need an integrated framework for a period in which physical scarcity, technological acceleration, public debt, policy intervention, and productivity are moving together.

Session Intelligence

This session examines the new world economy through the lens of inflation, innovation, labor power, central banks, debt, real assets, commodities, artificial intelligence, Europe, energy independence, and climate transition. Its central insight is that investors and executives need a more integrated framework for a world where physical scarcity, policy intervention, and technological acceleration are moving at the same time.

Five Structural Trends

Superinflation, hyper-innovation, climate transition, multi-globalization, and demographic shifts form the session’s operating framework.

Real Asset Logic

Debt, inflation, money creation, and purchasing power erosion strengthen the relevance of tangible assets and commodities.

AI and Productivity

Innovation may offset inflationary pressure, but the conversation emphasizes uncertainty, dispersion, and true beneficiaries.

Europe and Energy

Europe’s opportunity depends on scale, resource independence, renewable energy, nuclear power, and industrial competitiveness.

New World Economy 1FinanceWorld Superinflation Hyper-Innovation Multi-Globalization Demographics Labor Power Central Banks Real Assets Commodities Gold Silver Energy Critical Minerals Artificial Intelligence Europe Climate Transition Nuclear Power
Read the Full Article
Disclaimer: The information in this session card is provided for general informational purposes only and does not constitute legal, regulatory, tax, investment, financial, accounting, economic, portfolio, or other professional advice, and should not be relied upon as such. You should obtain independent advice from qualified professionals in the relevant jurisdiction(s) before making any decision or taking any action based on this content. While reasonable efforts are made to ensure accuracy and currency, the content may be incomplete, may contain errors, and may become outdated. 1BusinessWorld and its contributors make no representations or warranties as to completeness, reliability, timeliness, or suitability and accept no liability for any loss or damage arising from use of or reliance on this content. The views expressed are provided for informational purposes only and do not constitute guidance, advice, recommendation, or endorsement, and do not necessarily reflect the views of 1BusinessWorld or its affiliates.

Information

Program:
1FinanceWorld

Released:
2026

Languages

Audio:
English

Subtitles:
English

Accessibility

CC:
Closed caption (CC) available in English

Transcript:
Video transcript available in English

1FinanceWorld

Finance Leaders of the World