Think Ahead

As global monetary dynamics shift, the challenge for business leaders is no longer just about managing exchange rates but about strategy, resilience, and long-term competitiveness.  Hélène Rey, Lord Bagri Professor of Economics at London Business School, joins Sergei Guriev, Professor of Economics and Dean of London Business School, to explore how the erosion of the US dollar’s dominance, the Euro’s potential rise, and the rapid evolution of digital finance are reshaping international markets.  This episode takes a closer look at why the dollar’s ‘exorbitant privilege’ is fading, what a Kindleberger-style gap could mean for global stability, and how technologies such as stablecoins and central bank digital currencies (CBDCs) might redefine monetary leadership.  Could fragmentation become the defining trend of the next decade? And what does that mean for policy, investment, and growth? Tune in and dive into:  The historic role of the US Dollar and its impact on global trade and reserves  The Kindleberger gap and what a multipolar currency system means for businesses  The rise of digital finance and its implications for payment systems and liquidity  Practical strategies for managing currency risk and building resilience  In an era of geopolitical tension, energy market shifts, and technological disruption, take a forward-looking perspective on how organisations can adapt with agility, hedge effectively, and build resilience.  Hélène Rey is the Lord Bagri Professor of Economics at London Business School. Discover more about Hélène and her research: https://www.london.edu/faculty-and-research/faculty-profiles/r/rey-h For more thought leadership and business insights from London Business School faculty and alumni, visit ⁠⁠⁠⁠london.edu/think⁠⁠⁠⁠.  Sign up to receive a curated selection of articles, podcasts and films direct to your inbox twice a month at ⁠⁠⁠⁠london.edu/think/subscribe⁠⁠⁠⁠.  Follow us on social media:  ⁠⁠⁠⁠X.com/LBS⁠⁠⁠⁠  ⁠⁠⁠⁠linkedin.com/school/london-business-school⁠⁠⁠⁠  ⁠⁠⁠⁠facebook.com/LondonBusinessSchool⁠⁠⁠⁠

In an era defined by digital transformation, data abundance and consumer fragmentation, organisations face a new imperative: to thrive in complexity. In this episode, host Sergei Guriev is joined by Professor of Marketing, Anja Lambrecht and Chief Economist of Zalando, Greg Crawford to explore how firms can build agility, resilience and strategic foresight by leveraging data, economics and AI. From decoding consumer preferences to navigating real-time decision-making, the conversation unpacks the tools and organisational capabilities needed to turn complexity into competitive advantage. Drawing on academic research and industry practice, the episode offers a roadmap for leaders seeking to reorient their firms for innovation, adaptability and long-term success. For more thought leadership and business insights from London Business School faculty and alumni, visit ⁠⁠⁠⁠london.edu/think⁠⁠⁠⁠.  Sign up to receive a curated selection of articles, podcasts and films direct to your inbox twice a month at ⁠⁠⁠⁠london.edu/think/subscribe⁠⁠⁠⁠.  Follow us on social media:  ⁠⁠⁠⁠X.com/LBS⁠⁠⁠⁠  ⁠⁠⁠⁠linkedin.com/school/london-business-school⁠⁠⁠⁠  ⁠⁠⁠⁠facebook.com/LondonBusinessSchool⁠⁠⁠⁠

As sustainability regulation accelerates across global markets, the real challenge for business leaders is no longer just about ticking boxes but about strategy, transparency, and long-term value creation.  Professor Marcel Olbert, Assistant Professor of Accounting, and Katharina Neureiter, Co-Head of Global Sustainability at The Carlyle Group, join host Sergei Guriev, Dean of London Business School, to explore how new rules – from ESG disclosures to tax incentives – are reshaping corporate behaviour and investor expectations.  This episode takes a closer look at the rise of sustainability reporting as both a regulatory requirement and a strategic tool. We examine how disclosure is evolving – from high-level programme reviews to granular, data-driven tracking – and what this means for private equity, portfolio resilience, and operational performance.  The conversation also explores the tension between transparency and competitive advantage, the role of fiscal stimulus in shaping corporate responses, and the broader implications of global regulatory divergence. Rather than viewing ESG reporting as a compliance burden, could it be a lever for innovation, accountability, and investor trust?  In an era of geopolitical flux and shifting market expectations, take a forward-looking perspective on how businesses can lead with clarity, adapt with agility, and create value that lasts.  For more thought leadership and business insights from London Business School faculty and alumni, visit ⁠⁠⁠⁠london.edu/think⁠⁠⁠⁠.  Sign up to receive a curated selection of articles, podcasts and films direct to your inbox twice a month at ⁠⁠⁠⁠london.edu/think/subscribe⁠⁠⁠⁠.  Follow us on social media:  ⁠⁠⁠⁠X.com/LBS⁠⁠⁠⁠  ⁠⁠⁠⁠linkedin.com/school/london-business-school⁠⁠⁠⁠  ⁠⁠⁠⁠facebook.com/LondonBusinessSchool⁠⁠⁠⁠

As political backlash against the Environmental, Social and Governance (ESG) framework intensifies, the real questions facing corporate leaders are no longer about terminology or disclosure but about strategy, legitimacy, and resilience. Ioannis Ioannou, Associate Professor of Strategy and Entrepreneurship and Anna Lungley, Head of Sustainability Consulting at Fujitsu, join host Sergei Guriev, Professor of Economics and Dean of London Business School, to explore what the backlash reveals about deeper market failures and the evolving role of business in society. We examine how capital markets remain structurally misaligned with ecological and social realities, why many corporate commitments have proven fragile under pressure, and how sustainability has become a proxy for deeper power struggles within firms. With global standards in flux and investor expectations shifting, the conversation turns to what it means to lead through uncertainty and why silence, hesitation, or superficial rebranding may no longer be viable options. Rather than treating ESG as a compliance issue or communications challenge, this episode explores it as a systemic and strategic fault line – one that tests corporate purpose, governance, and the capacity to act with foresight in an era of disruption. For more thought leadership and business insights from London Business School faculty and alumni, visit ⁠⁠⁠london.edu/think⁠⁠⁠. Sign up to receive a curated selection of articles, podcasts and films direct to your inbox twice a month at ⁠⁠⁠london.edu/think/subscribe⁠⁠⁠. Follow us on social media: ⁠⁠⁠X.com/LBS⁠⁠⁠ ⁠⁠⁠linkedin.com/school/london-business-school⁠⁠⁠ ⁠⁠⁠facebook.com/LondonBusinessSchool⁠⁠⁠

As London Business School marks its 60th anniversary, the season finale of Think Ahead  steps back to reflect on the defining conversations that shaped this year’s series. Host Sergei Guriev, Professor of Economics and Dean of London Business School, revisits pivotal moments with faculty, alumni, and global leaders who explored the forces reshaping business – from ethical leadership and employee engagement to polarisation, AI disruption, and the future of corporate responsibility.  We hear how ethical leadership means challenging the status quo, why real engagement goes beyond pay, and how polarisation can both energise and alienate. In the age of AI, guests urge leaders to look past the hype and focus on long-term vision, data integrity and human-centred design. Rather than offering easy answers, this episode distils a year of insights into one powerful message: to lead in an era of disruption is to think ahead – with clarity, courage, and purpose. As we look to the next 60 years, the challenge is not just to adapt to change, but to shape it.  For more thought leadership and business insights from London Business School faculty and alumni, visit ⁠⁠⁠london.edu/think⁠⁠⁠.  Sign up to receive a curated selection of articles, podcasts and films direct to your inbox twice a month at ⁠⁠⁠london.edu/think/subscribe⁠⁠⁠.  Follow us on social media:  ⁠⁠⁠X.com/LBS⁠⁠⁠  ⁠⁠⁠linkedin.com/school/london-business-school⁠⁠⁠  ⁠⁠⁠facebook.com/LondonBusinessSchool⁠⁠⁠