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.
European exposure is no longer a back-office question. Boards are being asked to price political risk, fiscal fragmentation, and sanctions regimes into decisions that used to turn on cost and demand. Few executive teams have access to someone who was in the room when the rules now governing the euro, the banking union, and EU crisis response were actually written.
Boards face a global economy that no longer behaves as it did under the post-1990 consensus. Debt, demographic strain, climate finance, and the politics of the Global South are converging into decisions that cannot be handled inside the finance function alone. The institutions that managed previous crises, the IMF, the G7, the EU, are themselves under pressure to adapt.
Boards in regulated financial institutions spend considerable effort understanding the rules. Far fewer invest in understanding how those rules are made – which governments want from regulation, how supervisors respond to political pressure, and why the framework changes when markets or politics demand it. That gap in understanding is where governance failures typically begin. A board that treats regulation as a fixed constraint, rather than a dynamic political process, will always be reactive.
Boards with exposure to China are trying to read a policy environment that no longer moves on the old signals. Consumption is weak, local government balance sheets are strained, and the line between monetary, fiscal, and industrial policy has blurred. Decisions about capital allocation, supply chain commitments, and market entry now depend on how Beijing chooses to respond, and most Western analysis is reading it from the outside.
Boards are making ten-year capital decisions in a trading bloc whose rules, alignments and political direction keep shifting under them. The commentary they read is either too abstract to act on or too partisan to trust. What they need is someone who has sat in the room, drafted the cables, and can tell them which risks are real, which are theatre, and what actually happens next.
The global economic order that delivered fifty years of relatively stable growth is visibly under strain, and organisations are making long-term decisions without a reliable framework for understanding why. Conventional economic forecasting tells leaders what might happen next quarter; it does not explain why inequality, political dysfunction, and declining trust in institutions are now structural features rather than passing disruptions. Without a coherent account of how we arrived here, strategy defaults to scenario-planning around symptoms rather than causes
Boards now plan inside a global order they no longer recognise. Sanctions regimes shift quarterly, alliances fracture, and the assumptions that underpinned thirty years of capital allocation no longer hold. Most leadership teams need a longer historical frame and a credible read on where the next decade is heading, not another monthly briefing on the cycle.
Most organisations know how to innovate when budgets are generous and markets are stable. They are far less sure how to generate growth when resources are tight, customers are price-sensitive, and the competitive pressure is coming from firms built to do more with less. The harder question is how to redesign the business, and sometimes the institution behind it, to produce value under those conditions rather than in spite of them.
Conversations about China, global health and the international order rarely happen in rooms where the stakes are honest. Senior audiences sit through panels that either flatten the geopolitical tension or amplify it for effect. What organisations need is a chair who can hold a room of presidents, scientists and chief executives, ask the harder question, and keep the dialogue moving.
Boards are making capital decisions inside an economy whose operating logic has changed. Inflation, sanctions, industrial policy, and rising inequality now drive returns more than productivity gains or balance sheets. Leaders need an economist who can read the political economy underneath the numbers and tell them what is structural and what is cyclical.
Leaders are told to plan for an accelerating future, but the public commentary on technology cycles, energy systems and innovation is dominated by consensus thinking. That makes long-range capital decisions easier to defend internally and harder to get right. The harder task is reading where supply, technology and politics are actually heading, before the conventional view catches up.
European boards no longer treat Brussels as background noise. EU budget priorities, sanctions architecture, and the politics of enlargement now shape capital decisions across the continent. Reading those signals correctly, and understanding how Polish and Central European interests will move within them, requires someone who has worked inside the machinery.