Impact Boards EM members enjoyed an intimate evening of insightful discussions and networking with fellow board directors on Tuesday 10th June,  at the elegant House of ByRo in London. The event featured a special one-hour conversation with David Lubin, followed by a relaxed reception with drinks and canapés.

Geopolitics and Global Trade’s risks scored low in boardrooms for decades. The benefits that had been reaped following the US led post-war global construct provided relative stability, a global reserve currency in the USD, and a mechanism to globalise trade through WTO reducing costs and improving supply chain efficiency. Since January 2025, this paradigm is no longer in place.

The evening conversation with David Lubin, former HSBC and Citi EM macro economist, and Chatham House Fellow discussed what are the alternative scenarios that follow the post-war construct. In this conversation, David touched upon several themes that are now of critical importance to boards around the world. 

About David Lubin

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

Before joining Chatham House, he was managing director and head of emerging markets economics at Citi, an American bank, where he was responsible for a team of some 30 economists in 15 locations globally.

Prior to joining Citi in 2006, David had spent many years as an economist at HSBC. David has an undergraduate degree in Philosophy, Politics and Economics from Oxford University; and a postgraduate degree from the Fletcher School of Law and Diplomacy at Tufts University.

David is the published author of the FT shortlisted economics books of 2018, “Dance of the Trillions: Developing Countries and Global Finance”

You can view David's LinkedIn profile here.