Board Agenda: The Macro Memo

By: Questor Media
  • Summary

  • "The Macro Memo is Board Agenda’s essential briefing for UK corporate leaders, offering timely insights into the geopolitical and macro-economic forces shaping today’s business environment. In each episode, we explore the impact of global trends, from economic policies to political shifts, and how they translate into risks and opportunities for businesses. Our expert guests break down complex events into actionable insights, helping leaders navigate uncertainty and make informed decisions in a rapidly evolving landscape. Stay ahead of the curve with The Macro Memo—your guide to understanding the global factors that drive local business strategy.
    © 2024 Board Agenda: The Macro Memo
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Episodes
  • The Macro Memo - Global Trends Briefing for Boards & Directors: Why is regulatory oversight from climate to cyber on the rise, and what's the impact on global business?
    May 2 2024

    A great wave of regulation is washing across business: capital rules for banks, cyber security and sustainability reporting mean corporate leaders appear to be in a new age of oversight. What’s driving this rule-making overdrive and how should business respond?

    Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda—also ask why London is struggling as a centre for IPOs and, with the Paris Olympics just around the corner, we ask whether showpiece events can really boost finance and economics?

    Those are some the big issues under discussion in this month’s Macro Memo podcast as it explores the international business landscape.


    All this and much more in Board Agenda’s podcast series, The Macros Memo, the global trends briefing for boards and directors.


    You can access the podcast via Apple, Spotify and wherever you get your podcasts. Don’t forget to hit subscribe.

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    42 mins
  • The Macro Memo - Global Trends Briefing for Boards & Directors: Why is Europe's economy in the slow lane?
    Mar 5 2024

    The global economic landscape appears to be going through a form of fragmentation. There are growing tensions between the US and China over “dumping” of industrial products; the German economy is in “troubled waters”; France has revised down its growth; and the UK has sunk into recession (though could emerge quickly). Yet the largest developing world economies continue to do grow at a clip. What’s driving the differential performance? And how should business respond?

    These are among the big questions tackled in this month’s The Macro Memo podcast, as it considers an evolving economic environment.

    The team—Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda—also consider the maturing, or more realistic, view of artificial intelligence and its prospects, and examine what European Commission president Ursula von der Leyen (pictured) could do to improve EU competitiveness.

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    38 mins
  • The Macro Memo - Global Trends Briefing for Boards & Directors - Looking ahead to 2024 - prospects for inflation & interest rates; risk of trade wars & the global shortage of labour skills.
    Jan 16 2024

    The Macro Memo podcast looks ahead at prospects for 2024. Some observers think the inflation crisis is close to resolution. But is it? And what are the implications for business and, most importantly, interest rates.

    Those are some of the big questions tackled by The team—Mark Kennedy and George Lagarias of Mazars, and Gavin Hinks of Board Agenda, who also look at the risk of trade wars and whether the EU’s concern with Chinese electric cars reflects bigger issues.

    Lastly, this episode looks at labour markets and how companies will cope with a global shortage of skills, a big theme of the World Economic Forum’s meeting this year in Davos.

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    42 mins

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