CONTENTS

INTRODUCTION

1. MACRO RESET

1.1. Conceptual framework – Three defining characteristics of today’s world

1.1.1. Interdependence

1.1.2. Velocity

1.1.3. Complexity

1.2. Economic reset

1.2.1. The economics of COVID-19

1.2.1.1. Uncertainty

1.2.1.2. The economic fallacy of sacrificing a few lives to save growth

1.2.2. Growth and employment

1.2.2.1. Economic growth

1.2.2.2. Employment

1.2.2.3. What future growth could look like

1.2.3. Fiscal and monetary policies

1.2.3.1. Deflation or inflation?

1.2.3.2. The fate of the US dollar

1.3. Societal reset

1.3.1. Inequalities

1.3.2. Social unrest

1.3.3. The return of “big” government

1.3.4. The social contract

1.4. Geopolitical reset

1.4.1. Globalization and nationalism

1.4.2. Global governance

1.4.3. The growing rivalry between China and the US

1.4.4. Fragile and failing states

1.5. Environmental reset

1.5.1. Coronavirus and the environment

1.5.1.1. Nature and zoonotic diseases

1.5.1.2. Air pollution and pandemic risk

1.5.1.3. Lockdown and carbon emissions

1.5.2. Impact of the pandemic on climate change and other environmental policies

1.6. Technological reset

1.6.1. Accelerating the digital transformation

1.6.1.1. The consumer

1.6.1.2. The regulator

1.6.1.3. The firm

1.6.2. Contact tracing, contact tracking and surveillance

1.6.3. The risk of dystopia

1. MICRO RESET (INDUSTRY AND BUSINESS)

2.1. Micro trends

2.1.1. Acceleration of digitization

2.1.2. Resilient supply chains

2.1.3. Governments and business

2.1.4. Stakeholder capitalism and ESG

2.2. Industry reset

2.2.1. Social interaction and de-densification

2.2.2. Behavioural changes – permanent vs transient

2.2.3. Resilience

1. INDIVIDUAL RESET

3.1. Redefining our humanness

3.1.1. The better angels in our nature… or not

3.1.2. Moral choices

3.2. Mental health and well-being

3.3. Changing priorities

3.3.1. Creativity

3.3.2. Time

3.3.3. Consumption

3.3.4. Nature and well-being

CONCLUSION

ACKNOWLEDGEMENTS

ENDNOTES