How Can Boards Navigate Geopolitical Uncertainty?

Picking up where we left off at our last "Geopolitics for Boards" roundtable in September 2024 and our in person event in June 2025, the panellists will explore the yellow and red flags for EM boards to assess, out of a number of possible scenarios in 2026. 

2024 saw half the global population go to the polls to choose new leaders. In 2025 many of the central scenarios discussed in previous editions came to pass, with a more isolationist America pivoting away from Europe and toward the Pacific. The new order appearing more transactional, the US has brandished trade and the US Dollar as tools to attain geopolitical and economic goals, with allies and adversaries equally enduring the consequences.

EM companies have seen tariffs stunting world trade, lingering doubts about investment in supply chains on the back of potential US tariffs and sanctions, and  a backlash against strict global sustainability protocols among various factors.

There is also a different world view emerging from China, up to this point the factory of the world, promoting itself as an alternative to the US/Western framework.

Please join us in this unique virtual event to hear from our expert panellists how companies in EM may be impacted by geopolitics.

We welcome questions in advance from our participants.

Moderator

Gregorio Saichin

CEO & Co-Founder – Impact Boards EM

Speakers

David Lubin

Fellow – Chatham House, Economics

David Lubin is the Michael Klein Senior Research Fellow in the Global Economy and Finance Programme at Chatham House, where he focuses on China, and on economic policy in developing and advanced economies.

Prior to this, he was managing director and head of emerging markets economics at Citi, and an economist at HSBC.David is the published author of the FT shortlisted economics books of 2018, “Dance of the Trillions: Developing Countries and Global Finance

Arnab Das

Global Macro Strategist – Invesco EMEA

Arnab Das is Global Economic Counsellor and Macro Strategist at Invesco based in London. In this role, he engages with institutional and official investors, governments, and central banks and Invesco investment teams on economics, policy and markets.

Arnab joined in 2015 as head of EMEA and Emerging Market macro research for Fixed Income. Arnab is also a regular guest lecturer at LBS, Cambridge and other graduate schools and continuing education programs. He was previously co-head of research at Roubini Global Economics; co-head of global economics and strategy, and head of FX and EM research at Dresdner Kleinwort; and head of EEMEA research at JP Morgan.