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Showing episodes and shows of
Gavin Hinks
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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 business leaders. The episode explores how tariffs impact inflation, supply chains, business modeling, and investor sentiment, and why managing uncertainty must now...
2025-04-14
36 min
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 economic outcomes despite challenges. They also address the importance of European unity in the face of rising populism and the need for political cohesion to enhance...
2024-12-09
39 min
Board Agenda: The Macro Memo
The impact of US election results on European business
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 economic outcomes despite challenges. They also address the importance of European unity in the face of rising populism and the need for political cohesion to enhance...
2024-12-09
39 min
Management Today's Leadership Lessons
MT’s Top Consultancies, CBI conference, and can AI transform business models?
On this week’s episode, we discuss what we learned from the CBI conference, MT’s new list of its Top 100 Management Consultancies, and why we’re not seeing gen AI transform business models.Last week, Antonia Garrett Peel attended the Confederation of British Industry’s annual conference to watch two political heavyweights – Chancellor Rachel Reeves and Conservative leader Kemi Badenoch – present their different visions for the economy. Of course the CBI was also keen to, as chair Rupert Soames put it, “whisper a few…messages into the government’s ear”. Antonia outlines the CBI’s warning for business a...
2024-12-05
15 min
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 finance and economics?Those are some the big issues under discussion in this mont...
2024-05-02
41 min
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 questions tackled in this month’s The Macro Memo podcast, as it considers an evolving economic environment.The tea...
2024-03-05
38 min
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 episode looks at labour markets and how companies will cope with a global short...
2024-01-16
41 min
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 Macro Memo.
2023-12-05
35 min
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 Gavin Hinks in this episode of Macro Memo.
2023-11-16
43 min
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.
2022-10-03
33 min
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 about the priorities for boards in this new era of consumer retail. Hosted by Gavin Hi...
2022-04-26
36 min
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 talks to Sir Donald about his career as a non-executive, how he has seen the role transform, t...
2021-11-25
25 min
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 white paper, Restoring Trust in Audit and Corporate Governance, which aims to improve risk man...
2021-08-06
23 min
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; customers and employers are more engaged; supply chain, human rights, climate risks and community relations will receive more scrutiny. Th...
2021-06-04
31 min
Sticky Jazz
Sticky Jazz Interview L'FREAQ
L'FREAQ is coming onto the scene with some new work. Imagine SWANS meets Massive Attack with the Art Direction of Nick Cave and Gavin Friday, just to make it freakier. Bullied as a teenager she has moved on to own it, and fly her Freaq Flag high, celebrating the serious Freaq she has going on under the surface, and she has no problem telling you that. Following up on her recent EP "Weird Awakenings" (the explanation in the interview), she has released a new song "Make Me Move", very intense and takes you to places you might not want to...
2021-03-22
1h 24
Board Agenda: The Macro Memo
What does it take to be an effective non-executive director?
What does it take to be an effective non-executive director? The demands on non-execs have grown considerably in recent decades, while the pandemic has added significantly to the pressure confronting organizations. What are businesses looking for from NEDs & how can a non-executive director make a real contribution to the boards they serve? During this podcast of Board Agenda editor Gavin Hinks will be asking three winners of the Sunday Times NED Awards 2020 for their perspectives about how they think the role has changed in recent years, what is required for non-execs to be effective in...
2020-10-16
34 min
Personality Bingo with Tom Moran
Aonghus Og McAnally plays Personality Bingo with Tom Moran
Aonghus is a graduate of the Samuel Beckett Centre, Trinity College Dublin and also trained with Anne Bogart’s SITI Company in New York. His appearances at the Abbey Theatre include Big Love, The Burial at Thebes, Romeo & Juliet and The Plough and the Stars, which also toured to The Barbican, London as part of The Abbey’s centenary celebrations. Elsewhere, Aonghus has appeared in The Nose (Performance Corporation), W. B. Yeats’ CúChulainn Cycle (R.H.A. Downstairs, Dublin and Riverside Studios, London), Myrmidons (Ouroboros), The Tempest (Corcadorca), Macbeth, Hamlet and Romeo and Juliet (All for Second Age), One– Healing w...
2018-09-09
1h 08