Globale Wirtschaft und Märkte
Experten, die die sich wandelnden Finanzmärkte, politische Entscheidungen und makroökonomische Kräfte analysieren und erklären
Speakers Associates represents 237 speakers on Globale Wirtschaft und Märkte, including Stephen Foerster, Lord Kim Darroch, Marcelo Carvalho, Elena Boheme, Jean Asselborn, Margarida Matos Rosa, Juliet Mann, Katie Prescott, Omar Christidis und Dan Walters.
Adam Boulton is a British political journalist and broadcaster who provides insight into UK and international politics for business leaders, policymakers and conference audiences.
Most organisations plan in three-to-five year cycles. The structural forces that actually reshape industries – demographic reordering, geopolitical power shifts, long-cycle economic transitions – operate on twenty-year timescales. The gap between those two horizons is where strategic miscalculation accumulates silently until it becomes a crisis.
Technology decisions no longer sit inside the technology function. The next decade of corporate strategy will be shaped by state power, capital flows and public backlash as much as by product roadmaps, and leadership teams are being asked to read all of these at once. Most boards can price a competitor. Far fewer can price a government, a regulator and a public mood moving against them at the same time.
Boards are setting strategy against a macro backdrop they no longer feel they fully understand. Rate shocks, bank failures, unfunded pension liabilities and foreign ownership of critical UK assets have moved from the business pages to the risk register. Leaders want an economic lens that connects what is actually happening in markets and Whitehall to the decisions in front of them.
Boards have made net zero commitments. The capital plan to deliver them is missing. Finance teams, sustainability leads and policy chiefs now have to reconcile multilateral targets, transition risk and shareholder return inside the same decision, while the geopolitical ground under climate policy keeps shifting.
Market reform in emerging economies almost always eventually reverses – but not randomly. Concentrated power, state mercantilism, and institutional capture outlast any individual government, and any single investment thesis. Executive teams that price geopolitical risk on the political cycle, rather than on structural conditions, systematically misread their exposure.
Boards are being asked to set capital allocation, pricing and geographic strategy inside a macro regime that no longer behaves like the one they built their planning assumptions around. Central bank policy, geopolitical fracture and the long tail of successive financial crises have made the old rules unreliable, but most leadership teams still rely on forecasts that treat each shock as an anomaly. What they need is a coherent reading of how the system itself has changed, and what that means for the next decade of decisions.
The political and economic risk profile of the Americas shifts faster than most organisational strategy cycles can absorb. A market that looks stable in January can be structurally different by Q3 – government reversal, currency shock, or trade agreement collapse can arrive without warning. Automation is now compressing that timeline further: the same workforce that faces geopolitical disruption is simultaneously facing structural displacement from AI, and most organisations are treating these as separate problems when they are the same one.
Global economic decisions are increasingly political – and the gap between what institutions say and what governments can actually deliver is where business risk lives. Boards that treat fiscal policy as a technical backdrop miss the real question: who holds power, what constraints they face, and how those constraints shape the economic environment their organisations operate in. The difference between a credible fiscal framework and a fragile one does not announce itself in advance.
Boards know UK politics now moves faster than corporate planning cycles. Election outcomes, fiscal reversals, regulatory shifts, and the state’s relationship with business are changing the assumptions inside long-range plans. Leaders need a credible reading of where Westminster, Whitehall and the British economy are actually heading, not a partisan one.
Most organisations have now invested significantly in digital infrastructure. Most are still not performing like digital organisations. The companies consistently outcompeting established players are not winning on technology budget – they are winning on operating model, decision-making speed, and cultural norms that established businesses have not yet diagnosed, let alone changed. Leaders are under pressure to demonstrate digital transformation outcomes without a clear account of what actually separates digital investment from digital performance.
Most organisations have stress-tested their strategy against geopolitical risk and AI disruption. Few have asked the same question about longevity. The shift to longer lives is already restructuring labour supply, consumer behaviour, healthcare costs, and fiscal policy, simultaneously. Boards that treat demographic change as a background condition, rather than a structural economic force, are calibrating long-term strategy around assumptions that have already been invalidated.
All speakers on Globale Wirtschaft und Märkte
- Adam Boulton
- Adjiedj Bakas
- Alec Ross
- Alex Brummer
- Alok Sharma
- Alvaro Vargas Llosa
- Anatole Kaletsky
- Andres Oppenheimer
- Andres Velasco
- Andrew Marr
- Andrew McAfee
- Andrew Scott
- Andrew Sheng
- Andrew Verity
- Angela Barnes
- Angelica Cheung
Show all 237 speakers
- Anil Gupta
- Anna Rosling Rönnlund
- Anthony Hilton
- Arnaud Bonzom
- Arturo Bris
- Ashley Armstrong
- Bert Rürup
- Beth Rigby
- Bill Emmott
- Blanca Moreno-Dodson
- Brahma Chellaney
- Carl Bildt
- Carl Frey
- Carlo Cottarelli
- Carmen Reinhart
- Carrie Gracie
- Chris Goodall
- Christoph M. Schmidt
- Christopher Pissarides
- Daisy McAndrew
- Dalia Marin
- Dambisa Moyo
- Damon Dunn
- Dan Restrepo
- Dan Walters
- Dani Rodrik
- Daniel Gros
- Daniel Lacalle
- Daniel Thorniley
- David Daokui Li
- David Hughes
- David McWilliams
- David Smith
- David Thomas
- Debarati Guha
- Desmond Lachman
- Digby Jones
- Dominic McVey
- Dominic O'Connell
- Dominique Strauss-Kahn
- Douglas Alexander
- Dr. Shameen Prashantham
- Elena Boheme
- Emily Maitlis
- Enda Kenny
- Enrico Letta
- Eric Maskin
- Ernesto Zedillo
- Eugene Fama
- Ewald Nowotny
- Felix Oberholzer-Gee
- Fernando Trias de Bes
- Francis Fukuyama
- Fraser Nelson
- Gamal Fahnbulleh
- Gary McGann
- Geoff Colvin
- Geoff Cutmore
- George Papandreou
- Gillian Tett
- Gonzalo Delacámara
- Graeme Leach
- Gunter Pauli
- Guntram Wolff
- Haiyan Wang
- Harold James
- Harry Broadman
- Henry Bonsu
- Herman van Rompuy
- Horst Köhler
- Howard Davies
- Huang Yiping
- Ivan Rogers
- J Bradford Delong
- Jacques Attali
- Jaideep Prabhu
- James Chau
- James Galbraith
- James Woudhuysen
- Janusz Antoni Lewandowski
- Javier Solana
- Jayati Ghosh
- Jean Asselborn
- Jean-Claude Trichet
- Jeff Moody
- Jeffrey Sachs
- Jens Weidmann
- Jeremy Rifkin
- Jeremy Siegel
- Jeroen Dijsselbloem
- Jim Rogers
- John Kampfner
- John Pienaar
- John Sergeant
- John Simpson
- John Sitilides
- Jonah Goldberg
- Jonathan Charles
- Josef Joffe
- Joseph Stiglitz
- Juan Verde
- Jürgen Stark
- Juliet Mann
- Kamal Ahmed
- Karl Pilny
- Karl Schmedders
- Karl-Theodor zu Guttenberg
- Katie Pilbeam
- Katie Prescott
- Kevin O'Leary
- Kjell A. Nordstrom
- Kwasi Kwarteng
- Lars P Feld
- Leszek Balcerowicz
- Lewis Goodall
- Linda Yueh
- Lizzy Burden
- Lord Kim Darroch
- Lucas Papademos
- Luke Jones
- Manfred Weber
- Manuel Muñiz
- Marcelo Carvalho
- Marek Marian Belka
- Margaret Doyle
- Margarida Matos Rosa
- Maria Bartiromo
- Marianne Abib-Pech
- Mark Barton
- Mark Esposito
- Mark Roe
- Martin Baily
- Martin Roll
- Maryam Moshiri
- Matt Frei
- Matteo Renzi
- Matthew Amroliwala
- Maurice Obstfeld
- Michael Arthur
- Michael Portillo
- Michael Spence
- Michael Wilson
- Muhammad Yunus
- Myron Scholes
- Nadine Hani
- Ngaire Woods
- Nicholas Hopton
- Nicholas Owen
- Nicholas Stern
- Nick Watt
- Nina Khrushcheva
- Ning Zhu
- Norbert Csizmadia
- Noreena Hertz
- Nouriel Roubini
- Oliver Kamm
- Omar Christidis
- Pankaj Ghemawat
- Paolo Surico
- Parag Khanna
- Pascal Coppens
- Pascal Lamy
- Paul Johnson
- Paul Lewis
- Peter Altmaier
- Peter Frankopan
- Rageh Omaar
- Raghuram Rajan
- Rain Newton-Smith
- Rebecca Harding
- Reged Ahmad
- Ricardo Hausmann
- Richard Florida
- Robert C Merton
- Robert Peston
- Robert Reich
- Robert Shiller
- Robyn Dwyer
- Roger Bootle
- Rohit Talwar
- Rory Stewart
- Rosanna Lockwood
- Ruchir Sharma
- Sally Bundock
- Sandra Navidi
- Sarah Montague
- Scott Galloway
- Shang-Jin Wei
- Simon Jack
- Simon Johnson
- Slawomir Sierakowski
- Sohail Rahman
- Spriha Srivastava
- Steph McGovern
- Stephane Garelli
- Stephanie Flanders
- Stephen Foerster
- Stephen S Roach
- Stephen Sackur
- Steven Pinker
- Steven Sitao Xu
- Sung Won Sohn
- Susan HayesCulleton
- Tadhg Enright
- Tanya Beckett
- Thomas Piketty
- Thomas Sargent
- Tim Hames
- Tim Harford
- Trevor Williams
- Vaclav Klaus
- Vicky Pryce
- Viktor Mayer-Schonberger
- Vitor Constancio
- Will Hutton
- William McDonough
- Xiao Geng
- Yu Yongding
- Yuriko Koike
- Zanny Minton Beddoes
- Zhang Jun