Turning Point: Outlook for 2024 - Jan 2024
Nic Beehler welcomes attendees to the monthly webinar series covering economic forecast, geopolitical shocks, key elections, and sustainability issues. Fernanda Kroup and Adam Carson are introduced, detailing their experience in management consulting and economic advising. The webinar discusses baseline views and uncertainties for 2024, including macroeconomic and supply chain factors, as well as strategies for de-risking supply chains. It also covers global macroeconomic outlook, de-risking strategies, policy competition for foreign capital, and increased focus on ESG disclosure regulations. Geopolitical fault lines, elections, and their impact on supply chains are analyzed, with a focus on Russia, Ukraine, China, Taiwan, Israel, Hamas, and the Red Sea crisis. The webinar highlights the potential impact on supply chains, raw materials, sourcing, production, distribution, logistics, and end markets, emphasizing the need to closely monitor trade policy after the elections.