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David O'Neill

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David O’Neill is a Professor of Finance and Data Analytics at the Gordon School of Business, SIAI. A Swiss-based researcher, his work explores the intersection of quantitative finance, AI, and educational innovation, particularly in designing executive-level curricula for AI-driven investment strategy. In addition to teaching, he manages the operational and financial oversight of SIAI’s education programs in Europe, contributing to the institute’s broader initiatives in hedge fund research and emerging market financial systems.

David O'Neill

2022 proved the nonlinear Phillips curve under tight labor Use two-speed budgets: inflation >4% and v/u >1 trigger Teach regime-switching to keep small misses small After the pandemic, inflation surged: in Europ

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David O'Neill

Acquisitions slow innovation as buyer governance overrides speed Bound, don’t ban: output floors, retention covenants, access terms Educators: design for portability and use escape clauses There's a number that s

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David O'Neill

Skip Europe’s welfare playbook—it didn’t lift births Lead with jobs: housing, productivity, youth careers Keep supports targeted; don’t build a giant state Here’s the thing: In 2023, the European Union’s birth rat

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David O'Neill

Manufacturing wanes; services must absorb workers Shift factory skills into productive service roles Fund wage insurance, fast training, placement targets The decline of manufacturing in Germany isn’t just a predict

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David O'Neill

Europe’s Growth-at-Risk shows a heavy downside, despite upbeat markets High debt and defence needs tighten budgets, squeezing education Tie budgets to GaR triggers, secure funding now, protect teaching time The euro area owes a

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David O'Neill

Interconnectedness keeps small, open economies exposed despite stronger policies Dollar dominance—88% of FX trades, ~40% invoicing, $100T+ swaps—transmits shocks Fix the plumbing: stress-test FX markets, add regional lines, tighten rules, expand local-currency invoicing

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David O'Neill

Raise base pay to close gaps and stabilize schools Use low-bias bonuses to retain high-impact teachers in hard posts Pair pay reform with clean screening and clear metrics to lift quality We’re facing a serious probl

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David O'Neill

Leadership brings the trading edge; power beats tips Buys precede contracts, sales precede heat—disclosure failed Ban lawmakers’ individual stocks or require true blind trusts Here's the thing that screams out at

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David O'Neill

US fiscal sustainability is strained; interest now tops defense Italy rebounds with primary surpluses; France lags with 5%+ deficits A near-term US primary surplus would stabilize debt and shield education Interest

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David O'Neill

Trump 2.0 tariffs: 10% floor, 15% for dealmakers Campus costs climb—labs, AI gear, construction—equity gaps widen Plan for persistence: pool procurement, secure exemptions, fund aid and labs We often hear that tari

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David O'Neill

Benefits and working conditions make up a third to two-fifths of pay Unions shift value into enforceable rights when cash is tight, boosting retention Measure and fund non-monetary compensation to stabilize schools According t

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David O'Neill

Stagflation: Abenomics won’t work Targeted relief; skills first Credible consolidation; productivity growth Alarming data, not just rhetoric, backs Japan’s stagflation.

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David O'Neill

A Taiwan Strait shock would choke energy, chips, and shipping that keep East Asia learning Japan/Korea: oil-route risks; ASEAN: migrant, logistics, student shocks Protect schools now—fuel, offline kits, spares, regional compact

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David O'Neill

UK GDP per head is 6–8% below its no-Brexit path The slow-burn hit was masked by transition rules and the pandemic Without lower frictions and restored mobility, the drag endures; the U.S.

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David O'Neill

Defense AI education is the bottleneck between record defense spending and real capability Train stack-aware teams with mission credentials Scale safely with oversight and shared compute In 2024, global military spendi

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David O'Neill

LDP hegemony breaks; multipartism rises Japan political diversification is reshaping education Act now: language support, student metrics, local compacts Japan's politics are not just shifting to the right; they are changing dramatic

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David O'Neill

Supply bottlenecks cut euro-area output ~2.6%; Italy’s hit is larger Foreign-input reliance and SME limits slow substitution, raising costs in factories and classrooms Priorities: multi-sourcing, energy diversification, and digital tracking for public buyers and SMEs

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David O'Neill

Trump’s tariffs are driving factories and capital from China into Southeast Asia ASEAN is gaining ground in high-tech exports and global manufacturing Education and skills will decide whether this shift creates lasting, quality jobs

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David O'Neill

Industrial subsidy wars starve education just as industry needs more skilled workers Rivalry is shifting from price to rules, making compliance and MRV literacy essential Redirect subsidies into a “Skills Safe Harbor” that funds verifiable training and apprenticeships

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David O'Neill

Green bonds are contracts, not labels; use-of-proceeds rules cut firms’ carbon intensity The greenium is small, but credibility and disclosure drive real operational change Tight EU standards can scale issuance into measurable emissions declines by 2030

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