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.
Capital, trade, and regulation no longer move in the same direction. Boards are making decade-long commitments in Asia while the rules governing cross-border finance, Chinese policy, and US oversight shift underneath them. The question is no longer how to forecast the next cycle. It is how to build a strategy that survives competing financial systems.
Inflation, interest rates and financial regulation now move faster than most leadership teams can interpret them. Boards need someone who can take a central bank decision, a supply shock or a fresh enforcement action and explain what it actually means for capital, pricing and risk, without jargon and without dumbing it down. The gap is rarely information. It is translation at the level a chief executive can act on.
Executive conversations on markets, policy and geopolitics rarely fail for lack of material. They fail when the person in the chair cannot press a CFO, a central banker and a trade minister with the same confidence, or hold a room when the news changes between rehearsal and showtime. The cost is a flagship event that reads as polite rather than sharp, and a leadership team whose message never lands.
The Chinese consumer is no longer a spreadsheet assumption that keeps global revenue forecasts afloat. Tastes are splintering, loyalty is provisional, and the cultural codes that sold a brand in Shanghai in 2019 are already stale. Leaders need someone who can read what is actually happening inside that market, not what the quarterly dashboards suggest.
Most multinationals entered emerging markets with frameworks designed for a Western-centric, unipolar world. China and India do not reward that approach. Organisations competing across these markets face a different set of rules on innovation cycles, consumer structure, regulatory logic, and the nature of local rivals that standard global strategy models consistently fail to capture. Turning geographic presence into competitive advantage requires something more precise than market entry playbooks.
Most organisations overestimate risk in markets they do not understand and underestimate opportunity in ones they have already written off. The problem is not missing data – experienced leaders tend to hold shared, systematically incorrect assumptions about how the world has developed. When those assumptions go unexamined in strategy sessions, they shape investment, market entry, and risk decisions in ways that better analysis alone cannot fix.
Boards are taking strategic decisions against a financial backdrop most leadership teams no longer feel fluent in. Interest rates, pensions liabilities, corporate governance and market sentiment have all moved from the finance function to the top of the agenda. Senior teams want a reading of the City, the economy and the press coverage around them that connects to the decisions they are actually making.
Corporate innovation budgets keep rising, yet most large organisations still struggle to convert startup engagement into commercial outcomes. The tension is structural. Procurement cycles, risk committees and quarterly targets collide with the speed and failure tolerance that make startups useful in the first place, and leaders need a clear map of which engagement model actually fits which strategic problem.
Leaders routinely attribute corporate success or failure to strategy, talent, and execution. The evidence is less flattering: a company’s operating country and regulatory environment explain more of its performance than most boards account for. As geopolitical fragmentation reshapes trade flows, investment conditions, and competitive advantage, organisations lack a disciplined framework for reading the macro-terrain – and adjusting their location and market decisions before rivals do.
Senior business audiences expect their conference chairs to do real work. Not introductions and applause prompts, but the kind of sharp, on-the-record exchange that gets a chief executive past the prepared lines. Few people who can credibly lead that conversation also cover the same companies, on the same week, as their day job.
European boards are planning around an economy whose demographic and fiscal baseline is shifting under them. Pension liabilities, labour supply, and public debt are moving in directions that make the next decade of workforce and investment assumptions unreliable. Leadership teams need a macro reading they can trust before they commit capital or restructure benefits.
Boards and executive teams are trying to read political risk in real time, on issues that move faster than briefing notes can keep up with. UK policy, Westminster instability, geopolitical shocks and election cycles now feed directly into capital allocation, supply chain and reputational decisions. Leaders need a clear, non-partisan read of what is actually happening in government and what it means for their organisation.