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.
Boards are being asked to commit capital while the rules around inflation, rates and fiscal policy keep moving. Most macro commentary is either too academic to act on or too partisan to trust. Leaders need a reading of the UK and global economy that is grounded, non-aligned, and connected to what the next Budget, rate decision or geopolitical shift actually means for the year ahead.
Most Western boards are still reading Asia through a US-China lens. The biggest commercial repricing of the next two decades is happening on a different axis: along the capital, supply chain and political corridor connecting the Greater Bay Area, Hong Kong, ASEAN, and Australia and New Zealand. Strategy on that corridor is being set today, and most senior teams are working from maps that no longer describe the room they are actually in.
Boards setting Asia strategy are working with thin signal. Reporting from the region is fragmenting along national, linguistic, and political lines, and the gap between official narratives and on-the-ground reality is widening. Leaders need an interlocutor who can sit between Western boardrooms and Asian political reality without flattening either.
Boards are pricing the next decade against a fiscal and currency backdrop that no longer behaves the way post-1990s models assumed. Deficits, sovereign debt loads, tariff shocks, and the dollar’s reserve status are now the swing variables in strategy decisions on capital allocation, pricing, and exposure. Most executive teams do not have a reliable read on how fast those variables can move or what the IMF and major central banks will actually do when they do.
Boards want a clear read on where the UK economy actually stands, how government decisions are landing on industry, and what that means for investment, exports and jobs. The usual sources give them either political noise or consultancy abstraction. What is missing is a senior voice who has run the employers’ body, sat at the minister’s desk and can say plainly what works, what does not, and what the next move should be.
Growth outside mature markets rarely fails for lack of capital. It fails because boards underwrite the plan on a spreadsheet and then hit a labour base, a supplier network, and a political context no model captured. The gap between strategy decks and what actually scales across Africa, South Asia, and Latin America is where most ambitious expansion plans quietly stall.
Boards and investor audiences want a chair who can take a packed conference programme on financial services, markets or corporate strategy and make it land. Most moderators either default to the script or lose control of the room when a CEO goes off-message. The gap is someone who can interrogate a panel of executives with the authority of a working business journalist, then keep the day moving without losing the audience.
Global economic governance is structurally misaligned with the pace of modern capital markets. National governments retain fiscal and monetary levers but have limited control over the cross-border flows that increasingly determine outcomes. When a sovereign debt crisis or currency shock spreads, the institutions designed to respond are slower, more politically constrained, and more contested than most boards assume.
Boards now carry political risk that does not sit in any single committee. Trade regimes, sanctions, development finance, European alignment and transatlantic politics move together, and they move faster than most strategy cycles. Leadership teams need someone who has actually taken these decisions, not summarised them from the outside.
Most large companies have an innovation problem they cannot solve internally. They have signed memoranda with startups, run accelerators, opened innovation labs, and still struggle to convert any of it into operating advantage. The gap is not strategic intent. It is the practical discipline of partnering across a size and culture asymmetry that defeats most corporate teams.
Saudi Arabia is the largest active real estate development pipeline on the planet, and most international operators arrive without a credible plan to land projects on the ground. Briefs are written in one language, signed in another, and built under a third set of rules. The gap between a signed deal and a delivered asset is where capital is lost.
Leadership audiences now operate inside a political and media environment that moves faster than their comms functions can track. The tension is not information scarcity, it is signal: what a story actually means for a business, which sources to trust, and when a developing situation shifts from noise into a board-level decision. Organisations need a reader of events who can cut through the churn in real time.