Board Agenda: The Macro Memo

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Board Agenda: The Macro Memo

Questor Media

25 episodes

3 months ago

This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...

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This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...

Show more...

Episodes (20/25)

Board Agenda: The Macro Memo

The Macro Memo - Trade, Tariffs & Tech: How Geopolitics Is Rewriting Business Strategy

This episode of The Macro Memo podcast delves into the intersection of macroeconomics and geopolitics, highlighting how these factors are reshaping business strategies. With discussions on the shift from neoliberal globalization to a multipolar world, the importance of understanding geopolitical risks for international expansion is emphasized. The conversation also touches on sustainability reporting, the varying approaches to climate change between the US and Europe, and the evolving role of...

3 months ago

31 minutes

Board Agenda: The Macro Memo

The Macro Memo - The Macro Memo: Trade Wars & Business Strategy: Planning Through Uncertainty

In this special edition of The Macro Memo, we examine the seismic shifts in global trade policy following dramatic US tariff announcements. With duties briefly imposed on over 90 countries—before being swiftly revised to a flat 10% and a steep 145% on China—boards and executive teams now face extraordinary volatility in trade conditions and economic indicators. Host Gavin Hinks is joined by economist George Lagarias and business strategist Mark Kennedy to dissect what this all means for busin...

6 months ago

36 minutes

Board Agenda: The Macro Memo

The Macro Memo - US election, trade wars & the challenges facing European businesses

In a discussion hosted by Gavin Hinks, Mark Kennedy and George Lagarias explore the impact of the US election results, the rise of populism in Europe and the intricate relationship between macroeconomics, geopolitics, and business. They highlight the ongoing volatility in business environments, particularly in light of the US election result and its shifting global leadership. The conversation touches on trade tensions, especially between the US and China, and the potential for positive econo...

10 months ago

39 minutes

Board Agenda: The Macro Memo

Europe must invest to stave off economic ‘decline’ & the impact of the UK's Labour budget on business

The EU faces little choice but to act on recommendations from a high level report that it needs to invest €750m to €800m a year to head off economic “decline” in the trading bloc, according to a leading economist. George Lagarias, the chief economist at professional services firm Forvis Mazars, says there will be difficulties negotiating the investment funds as a “common” pot of borrowing, particularly against claims that it could threaten the national sovereignty of EU member states. But, L...

1 year ago

44 minutes

Board Agenda: The Macro Memo

The Macro Memo - Global Trends Briefing for Boards & Directors: How will the result of the US election outcome affect geo politics? Is the Fed on the brink of a rate cut and can Keir Starmer really sooth trade relations with the EU?

How will the result of the US election outcome affect geo politics? Is the Fed on the brink of its first rate cut? How has it got there? What implications does it have for the US economy? What are the implications for the global economy? What will the impact be on trade? Is Keir Starmer building bridges to the EU and can he really soothe trade relations? Is it just confidence building or are there hard agreement to be reached? All this and more in this episode of Board Agenda's podcast ...

1 year ago

34 minutes

Board Agenda: The Macro Memo

The Macro Memo - Global Trends Briefing for Boards & Directors: impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election.

This episode of the Macro Memo podcast explores the impact of elections on business and economics, focusing on the European elections, the French election, and the upcoming UK general election. Business leaders expect a “volatile” time as they manage the fall out from high inflation during a time of political uncertainty as elections play out in the UK, the US and in Europe. The warning came from Mark Kennedy, a partner at Forvis Mazars, on Board Agenda’s Macro Memo podcast. He w...

1 year ago

45 minutes

Board Agenda: The Macro Memo

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?

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 f...

1 year ago

41 minutes

Board Agenda: The Macro Memo

The Macro Memo - Global Trends Briefing for Boards & Directors: Why is Europe's economy in the slow lane?

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 q...

1 year ago

38 minutes

Board Agenda: The Macro Memo

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.

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 episo...

1 year ago

41 minutes

Board Agenda: The Macro Memo

The Macro Memo - global trends briefing for boards & directors: COP28 / where next for sustainability? US, Europe & business in China; interest rate predictions for US, UK & Europe

COP 28 is underway in Dubai but what responsibility do business leaders have for beating climate change? How will trade benefit from from US and European efforts to improve relations with China? And can companies in the EU, and elsewhere, expect an interest rate cut for Christmas? Mark Kennedy, partner and member of Mazar’s group executive board, alongside George Lagarias, Mazars’ chief economist, offer their thoughts on global trends to Board Agenda’s Gavin Hinks in this edition of Ma...

1 year ago

35 minutes

Board Agenda: The Macro Memo

The Macro Memo - global trends briefing for boards & directors: predictions for the autumn statement; the impact of conflict & geopolitical uncertainty on global trade; can firms play a role in making sure artificial intelligence is safe?

What does Jeremy Hunt’s Autumn Statement hold for UK business and what will it do for the economy? How is global trade affected by conflict and geopolitical uncertainty? And can companies play a role in making sure artificial intelligence is safe, or is the world heading for a Terminator-style melt down? Mark Kennedy, partner and member of Mazars’ group executive board, alongside George Lagarias, Mazars’ chief economist, offer their analysis of global trends to Board Agenda’s Gav...

1 year ago

43 minutes

Board Agenda: The Macro Memo

What’s next for boards in the UK pharma and life sciences industry? Navigating the challenges of innovation, productivity and ESG in a post Covid world.

What’s next for boards in the UK pharma and life sciences industry? Navigating the challenges of innovation, productivity and ESG in a post Covid world. The life science industry is in a dynamic phase of transformation which has been rapidly accelerated by the pandemic, with more workforce agility, shortening development and review times, increased speed to market, and greater efficiencies. In response to the pandemic, life sciences companies mobilized impressively to meet the needs of...

2 years ago

44 minutes

Board Agenda: The Macro Memo

What's next for boards in the UK auto industry?

An industry of high strategic importance to the economy, the UK auto sector is undergoing rapid change, dealing with clean tech innovation, a shift to electric vehicles, supply chain issues and poor sales. To explore how boards in the industry are tackling these issues, Gavin Hinks interviews Mike Hawes CEO of the SMMT, Dr. Andy Palmer, CEO of Switch Electric, and Louis Burns, Partner and auto sector lead at professional services firm Mazars.

3 years ago

33 minutes

Board Agenda: The Macro Memo

What's next for boards in the new era of consumer retail?

Consumer retail firms are witnessing upheaval. Aside from uncertainty caused by the pandemic, the retail sector is confronted with the climate change agenda, supply chain realignment, cybercrime and data security. It is a dynamic and fast-moving set of issues which could spell the end of the road for some retailers if not managed correctly. Some have already had to close their doors. To explore these issues, Board Agenda has convened a panel of experts for a round table discussion abo...

3 years ago

36 minutes

Board Agenda: The Macro Memo

Sir Donald Brydon on audit reform, career NEDs and board relationships

Sir Donald Brydon, one of the most prominent board directors in the UK, is chairman of Tide Holdings, and the former chair of the London Stock Exchange, Sage and Royal Mail. Sir Donald is also the author of a 2019 government commissioned report into audit reform, the recommendations of which are being proposed for new UK corporate governance rules. This year he was awarded Lifetime Achievement Award at the Sunday Times, Non-Executive Director Awards and in this interview Gavin Hinks ...

3 years ago

25 minutes

Board Agenda: The Macro Memo

Audit reform 2021: implications for board oversight of risk management

As UK government proposals increase responsibilities for directors, our latest podcast discusses the impact on the oversight of risk management by the board, and specifically on the issue of internal controls and the payment of dividends. Experts from Mazars the global auditing and accountancy firm, explain the implications of the reforms in discussion with Gavin Hinks, the editor of Board Agenda. The proposals come as part of a host of measures set out in a government wh...

4 years ago

23 minutes

Board Agenda: The Macro Memo

Building better boards: Why firms must accelerate diversity in leadership.

The Covid-19 pandemic has helped crystallise the need to renew efforts on boardroom diversity in UK firms, it has thrown a spotlight on the relationship between companies and their stakeholders and this, in turn, has increased the need for corporates to ensure their boards are diverse. There is growing pressure on boards to change. Companies can now expect to be challenged more robustly; boards may need to take more nuanced decisions; shareholders will be more forceful and active;...

4 years ago

31 minutes

Board Agenda: The Macro Memo

The chief executive of the Ethics and Compliance Initiative (ECI), Patricia Harned, on rising unethical behaviour, reporting and retaliation

In this podcast episode of Board Agenda we focus on the issue of ethics in the workplace and discuss the findings of a new global survey which finds that pressure on employees to compromise standards has increased significantly during the pandemic, in the US and in 10 other countries around the world, including the UK. The research is from the Ethics and Compliance Initiative, and we discuss the findings with chief executive Patricia Harned. Many firms have been vocal abou...

4 years ago

27 minutes

Board Agenda: The Macro Memo

The relevance of corporate purpose: Interview with Kevin Clark, CEO of Aptiv

How strong values and clear communication with the board helped guide one of the “world’s most ethical companies” through the pandemic.

4 years ago

32 minutes

Board Agenda: The Macro Memo

Deanna Mulligan: how smart companies can close the skills gap

The world faces a global shortage of technology skills, according to experts, and in our latest interview Deanna Mulligan, former chief executive of Guardian Life Insurance Company of America, reveals how the crisis might be addressed. Mulligan speaks about her new book, Hire Purpose: How Smart Companies Can Close the Skills Gap, which spells out how a corporate purpose focused on lifelong learning in the workplace can address the shortage. She says we have learned much from the pandemi...

4 years ago

22 minutes