Jens Larsen

What comes next for growth, inflation, interest rates, and markets, and what should leaders do about it? Drawing on decades as a central banker, chief economist, and macro strategist, Larsen cuts through the noise to give a clear, current read on the forces driving the global economy. He connects the big macro trends to real-world consequences for companies and investors, helping audiences plan with confidence amid uncertainty. Rigorous, balanced, and genuinely useful for anyone making decisions about the year ahead.

For decades, markets could largely ignore politics. That era is over. Larsen explains why the world is now structurally more politically risky, from the end of the unipolar order and US-China competition to the rise of interventionist, security-minded governments, and why it matters for markets. He shows leaders and investors how to interpret political events and policy shifts, and how to build geopolitical risk into their decisions. Essential insight for a world where politics has become as fundamental to markets as economics itself.

Globalization is being rewired. Larsen examines how reconfigured supply chains, industrial policy, trade tensions, and the drive for economic security are reshaping where and how business gets done, region by region. He gives leaders a practical framework for understanding the policy and regulatory shifts on the horizon, and for turning a more fragmented, contested global economy into strategic advantage. A must-attend session for executives navigating trade, sourcing, and long-term investment decisions.

Jens Larsen is a macroeconomist, policy strategist, and geoeconomics expert who serves as Practice Head of Geoeconomics at Eurasia Group, the world's leading political-risk research and advisory firm, working at the intersection of politics, economics, and global markets. Over his career he has held senior roles across the public and private sectors, spending more than a decade at the Bank of England, where he led the Macro Financial Analysis Division during the global financial crisis, and serving as the UK's alternate executive director at the International Monetary Fund. He was also a macro strategist at Wellington Management and managing director and chief European economist at RBC Capital Markets. Danish by background, he holds a degree from the University of Aarhus and master's and doctorate degrees in economics from the University of Southampton.

Geoeconomics is the study of how geopolitics and economics interact, how political events, government decisions, and international rivalries shape markets, trade, investment, and the global economy, and vice versa. For most of the past few decades, markets could largely treat politics as background noise. That has changed: governments have become more interventionist around national security, supply chains, trade, and industrial policy, and structural shifts like US-China competition and the end of the "unipolar" world order have made politics a primary driver of economic outcomes. As Practice Head of Geoeconomics at Eurasia Group, Jens Larsen helps business leaders and investors understand this intersection, and build geopolitical and macroeconomic risk into their strategy and decision-making.

Jens Larsen speaks on geoeconomics and the intersection of politics, economics, and markets; the global economic and market outlook; geopolitical and policy risk; and the future of supply chains, trade, and industrial strategy. His keynotes suit events on economics, financial markets, global affairs, geopolitical risk, and corporate strategy, for executives, boards, and institutional investors. To book Jens Larsen as a speaker, contact Aurum Speakers Bureau.

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Yes, Jens Larsen is available for virtual keynotes and webinars. To book Jens Larsen for a virtual event, please complete the contact form or send us an email to inquire about the special fees for virtual engagements.