Think Ahead

London Business School
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Dec 9, 2025 • 37min

Currency crossroads: The dollar, the Euro, and the future of global power

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 
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Nov 14, 2025 • 40min

Decoding the digital consumer: Data, experimentation and AI

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 
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Oct 15, 2025 • 37min

Regulation, reporting, and the value question: ESG in a shifting landscape

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 
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Sep 26, 2025 • 31min

Beyond greenwashing: How ESG became a corporate battleground

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
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Jul 24, 2025 • 22min

think ahead: Highlights from season two

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 
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Jul 2, 2025 • 35min

think ahead: The future of AI: Regulation, geopolitics and business impact

As AI continues to reshape the global business landscape, regulation is emerging not merely as a compliance issue, but as a strategic concern. From data governance and energy demands to talent mobility and market access, the evolving policy environment around AI is influencing where and how organisations can innovate, invest, and compete.  In this episode, Michael Jacobides, Professor of Strategy and Entrepreneurship, is joined by Nnenna Ilomechina, currently CEO at Crownpeak, with over 25 years advising businesses through transformation with firms like AlixPartners and Accenture, for a conversation hosted by Professor of Economics and Dean of London Business School, Sergei Guriev. Together, they explore how geopolitical competition and fragmented regulatory regimes are redefining the role of business and business leaders in the age of AI. Drawing on cutting-edge research and real-world leadership experience, they discuss the strategic decisions organisations must make to navigate this complexity, build trust, and unlock long-term value. As the conversation turns to thinking ahead, they challenge leaders to move beyond the hype and focus on putting AI to work—ethically, transparently, and effectively.  To read Professor Michael G Jacobides’ white paper on AI regulation, visit https://www.evolutionltd.net/post/the-political-economy-and-geopolitics-of-ai-regulation. 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 
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May 14, 2025 • 29min

think ahead: AI-ready marketing: The next shift in digital marketing strategy

The digital marketing landscape is evolving at an unprecedented pace, with AI, automation, and data-driven strategies redefining how brands connect with consumers. How can businesses adapt and stay ahead in this rapidly changing environment? Host, and Professor of Economics, Dean of London Business School, Sergei Guriev is joined by Xu Zhang, Assistant Professor of Marketing, and Alex Schultz, CMO & VP of Analytics at Meta, to explore the next evolution of digital marketing. Together, they break down the key strategies businesses need to embrace to become AI-ready, from leveraging predictive analytics to overcoming data fragmentation. In this episode, our guests share best practices, discuss the challenges of AI adoption, and highlight the ethical considerations of automation in marketing. Listeners will gain a deeper understanding of how AI-driven search, hyper personalisation, and advanced marketing measurement are reshaping the industry. Plus, we explore what the future holds—new skills, inclusive marketing, and the evolving role of AI in customer engagement. Whether you're a marketing leader, business strategist, or just curious about the next big shift in digital marketing, this episode offers a practical roadmap for navigating the AI revolution. 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 
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Apr 9, 2025 • 32min

think ahead: Leading through polarisation: Navigating divides in today's workplace

Societal polarisation is on the rise, with political divides, environmental concerns, generational shifts, and controversial public figures shaping today’s workplace dynamics. Issues such as climate change, corporate sustainability, and healthcare innovation are becoming increasingly contentious, adding to the challenges business leaders face. How can they foster cohesion while navigating these growing tensions? Host, and Professor of Economics, Dean of London Business School, Sergei Guriev is joined by Donal Crilly, Professor of Strategy and Entrepreneurship, and Lorenza Brescia, Business Leader at Fagron, to explore the complexities of leading through polarisation. Together, they examine how key issues such as climate change, DEI, and generational divides are reshaping workplace culture. They also discuss the balance between shareholder expectations and social responsibility, the influence of polarising leaders on business strategy, and how shifting healthcare and sustainability priorities impact organisational decision making. In this episode, our guests share actionable strategies for managing polarisation without alienating key stakeholders. Listeners will gain insights into fostering inclusive workplace cultures, making informed leadership decisions, and navigating the trade-offs required to maintain both cohesion and competitiveness in an increasingly divided world. 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 
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Mar 7, 2025 • 37min

think ahead: Unlock the power of purposeful teams: How to motivate, strengthen relationships, and drive results

Randall Peterson is a Professor of Organisational Behaviour and director at London Business School, while Helen Beurier is the Chief People Officer at Newton. Together, they explore the key elements of building purposeful teams, emphasizing motivation, strong relationships, and achieving results. They discuss practical tools for fostering team dynamics, the importance of cultural alignment, and ways to motivate beyond financial incentives. The conversation also touches on generational differences in the workplace and the vital role of honest communication in leadership.
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Feb 10, 2025 • 44min

think ahead: Master the art of ethical leadership: Build trust and navigate complexity

What does it mean to be an ethical leader in today’s interconnected and diverse world? This episode explores the fundamental principles of ethical leadership, highlighting how leaders can cultivate trust, accountability, and inclusivity to create resilient, thriving organisations.Hosted by Sergei Guriev, Dean of London Business School and Professor of Economics, this episode features Elinor Flynn, Assistant Professor of Organisational Behaviour, alongside Oliver Morley CBE, an alumnus and the CEO of The Money and Pensions Service. The discussion delves into the real-world challenges leaders face and offers actionable strategies for navigating ethical dilemmas with transparency and authenticity.Listeners will discover how to establish clear ethical standards, implement effective feedback mechanisms, eliminate misaligned incentives, and embed diversity, equity, and inclusion (DEI) into their leadership approach. Whether your goal is to build trust, lead with integrity, or make DEI a cornerstone of your organisational culture, this episode provides a practical roadmap for mastering ethical leadership in today’s complex global landscape.

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