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.
Executive teams know the rules of the game have changed and still default to the playbook that built the last decade. Automation is eating predictable work, and the human capabilities that matter most, empathy, judgement, persuasion, are the ones leadership pipelines were never designed to develop. The question is no longer whether to adapt, it is which parts of the business to rebuild first and how to develop the people who will lead that rebuild.
Senior leaders now sit on stages and in boardrooms where the questions cross monetary policy, sanctions, energy, and political risk in the same hour. Most chairs cannot hold that ground without losing the audience or the speakers. The right moderator pulls a precise answer from a central bank governor, then turns to a CFO without breaking the line of argument.
Boards now make capital, supply and workforce decisions inside a Europe whose institutional and fiscal foundations are openly contested. The euro held in 2011, but the political fractures exposed by that crisis have widened: rising populism, declining trust in government, and a sovereign debt cycle that has not closed. Leaders need a first-hand reading of how European political systems behave under acute economic stress, and what that means for the next decade of exposure.
Economic forecasts fail not because the data was wrong, but because the cultural assumptions shaping the analysis were invisible. Reading markets through numbers alone consistently misreads the human dynamics that move prices, shape policy, and generate systemic risk. The harder question is not what the data shows – it is what the cultural frameworks inside your organisation prevent you from seeing.
Climate adaptation and water stress now sit directly on the balance sheet, yet most strategy teams still treat them as compliance work downstream of the business case. Capital is being repriced by the EU Taxonomy, by insurers and by the physical reality of drought, flooding and supply disruption. Boards need someone who can connect the economics of a river basin to the cost of capital, and say clearly what changes in their model.
Boards are making capital decisions in an economy that no longer behaves like the one their playbooks were written for. Inflation, interest rates, demographic drag, and geopolitical fracture are now correlated risks, not separate slides. Leaders need a macro view that connects them, and a forecaster willing to say what is likely, not just what is possible.
Sustainability commitments are colliding with margin pressure, and the standard playbook (offsets, efficiency gains, recycled inputs) is running out of room. Boards want growth models that cut cost and emissions at the same time, not trade one for the other. Most organisations do not yet know where those models come from or how to evaluate them.
Europe’s fiscal rules, energy dependencies, and security architecture are being rewritten simultaneously. Most private sector institutions are treating each as a separate problem. Organisations making long-term capital commitments in European markets are navigating on an incomplete map.
Boards are being asked to defend a China and India strategy at the same time as they are being asked to de-risk one. The decisions cluster around capital, supply chains and market access, but the underlying question is more uncomfortable: which globalisation are we still in, and which one are we leaving. Without a credible read on that, growth plans drift and risk committees over-correct.
Boards are being asked to plan through a period in which the rules of global trade, finance, and monetary policy are visibly shifting. Leaders need a way to separate a temporary shock from a structural break. Most commentary blurs the two, and strategy built on the wrong reading is expensive to unwind.
Boards are being asked to take positions on China exposure, sanctions risk, supply chain reconfiguration, and foreign investment review without a coherent operating view of any of them. The cost of getting this wrong is no longer reputational; it is structural, and it shows up in capital decisions that cannot be easily reversed. Most leadership teams lack a single voice who has worked inside trade negotiation, multilateral finance, and corporate boardrooms in the same career.
Senior leaders convene on the hardest questions in the global economy, climate policy, African finance, development, and they need the conversation to land. A weak chair lets the panel drift into platitudes. A strong one presses the right question at the right moment, and the room leaves with a position, not just a transcript.