Dimitri Zenghelis

• Fiscal and monetary frameworks to support macroeconomic stability and long-term investment.
• What has driven the global slowdown in productivity, trade and investment growth in the last two decades?
• Is US exceptionalism behind us? Is there method to Trump’s economic madness?
• Are we heading for a global recession?
• Will China capitalise on the opportunity afforded by the decline of US global engagement? Will it champion the rules-based order?
• Practical steps that can be taken by investors and government to future-proof productive assets at a time of uncertainty.
• Developing coherent and complementary forward-looking policy frameworks.
• Why is opportunity and self-interest proving to be a better driver of collaboration on climate and security than fear and moral suasion?
• What are the barriers to change and how can economic resistance and inertia be overcome when seeking to transition an organisation to a low-carbon and resource-efficient future?

• Bringing climate and nature into the National Accounts. How to understand the limitations of, and move beyond, GDP as a statistic.
• Ethical frameworks and metrics for assessing climate risks including methods for discounting non-marginal and highly uncertain future outcomes.
• How do we measure social capital, the glue that holds society together, is it being depleted and why does this matter?

• What does macroeconomics and the global market for saving and investment tell us about interest rates?
• Will new geopolitical alliances and spheres of influence induce more active economic strategies to support investment or will tariffs and conflict decouple efficient trade and investment? What will it mean for global productivity and sustainability?
• Will the post-Ukraine energy crunch slow or accelerate the energy transition?

Business leaders and policymakers must anticipate and shape change to thrive in a digital and resource  constrained economy. Looking backwards offers little guidance on to how to manage rapid transformational change.

Forward looking strategies, mainstreaming risk management across organisations, and preparing for dynamic shifts such as stringent climate policies, evolving norms, and disruptive technologies, are key to future-proofing business models. Companies that act early secure competitive advantages.

Achieving sustainable, resilient growth requires bold investments in physical capital (low-carbon technologies), human capital (workforce skills), and intangible capital (ideas and processes). Avoiding stranded assets is essential for long-term success.

Traditional cost-benefit analyses are insufficient for navigating transformational change. Leaders must embrace managerial and analytical tools that balance risk and opportunity, while fostering adaptability and optionality through “no-regrets” strategies.

The pace of innovation rewards proactive organisations. This keynote equips decision makers with actionable insights to position their organisations for success embracing change, fostering innovation, and building resilience for a sustainable, competitive future.

• Why the science of climate change makes transitioning to net zero inevitable.
• Can we be green and grow? Is sustainability and the net zero transition a threat to growth or a driver?
• How to model structural change and technology tipping points?
• What is the role of social norms and social expectations in driving policy, investment and lowering the costs of decarbonisation?

• Understanding the changing economic, technology and policy landscape
• Understand the process of rapid structural change and the drivers of systemic innovation, including looking out for and recognising the fast-growing opportunities.
• Do Moore’s law and Writes law apply to clean technologies?

• What the low-carbon transition means for portfolio theory and why diversification in a path-dependent world is not always beneficial
• Managing the transition and profiting from the changing landscape of risk and opportunity in a resource-efficient, low-carbon and digital world.
• Beyond carbon disclosure: how to build climate and transition into business risk-management and hedging strategies.
• Exploring leadership values, thinking and practice required to deliver change and overcome barriers (by re-evaluating assertions like “this is just the way we have always done things”)