In-Person Event
Fracturing in the age of Trump
Wednesday 17th September 2025
Myo St Pauls, One New Change, London EC4M 9AF
9:00am - 10:30am
The opening months of the Trump administration have generated plenty of noise about a remaking of the global order – but how much is actually changing? Is the breakdown in US–China relations still the defining challenge for the global economy? And what are the implications of this upheaval for economies, for policy and for financial markets?
Join us for a special in-person event on Wednesday 17th September at Myo St Pauls where our economists will deliver clear, actionable insight on the fault lines in the global economy – and how they are likely to evolve through the current administration and beyond.
This session will provide our latest analysis on how and where the global economy is fracturing, outline the challenges and opportunities this process is creating, and feature a discussion with Group Chief Economist Neil Shearing about his new book on the future of the world economic order.
Over the course of an hour, you’ll hear directly from our economists, get practical answers to your most pressing questions, and connect with peers from across the investment community.
In this session, you’ll learn:
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What China’s rise as a technology power signals about the race for global economic leadership;
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Whether a third bloc could emerge from the fracturing process to challenge the US and Chinese economies;
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The implications of Donald Trump’s rapidly evolving policy agenda for the global economic outlook.
Request your space
Please complete the below form to request a space at this event. A member of our team will be in touch to confirm.
Meet the panel
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Neil Shearing
Group Chief Economist
Neil Shearing is our Group Chief Economist. He has overall responsibility for managing our team of economists and leading our research, as well as developing the firm’s products and its relationship with clients. He is also a director of the company. Neil is the first point of contact for many clients and presents regularly on the global economic and financial market outlook. He is a well-known voice within the investment community and has written articles in the Financial Times and a number of other newspapers, as well as appearing regularly on TV and radio. Prior to becoming Group Chief Economist, Neil was our Chief Emerging Markets Economist, managing a team that won several awards for forecast accuracy. He also managed our New York office. Neil joined Capital Economics from HM Treasury where he worked as an Economic Adviser in various areas, including fiscal policy and global economics. He holds degrees in Economics from the University of York and the University of London and is a Fellow of the Royal Society of Arts.
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Mark Williams
Chief Asia Economist
Mark Williams is Chief Asia Economist at Capital Economics, leading a team of analysts based in Singapore and London. He has three decades of experience covering the region, with a particular focus on China's economy and financial markets. Mark’s work is regularly cited in the Economist, Financial Times, Wall Street Journal and New York Times. Mark and his team have developed a reputation for building innovative indicators to track important trends, including their China Activity Proxy, which has become widely followed since it was first published in 2009; more recently a gauge of tariff re-routing activity; and their Global Fracturing database that tracks how geopolitical shifts are affecting global trade and financial flows. Before joining Capital Economics, Mark was at HM Treasury in London. He has degrees in Chinese and Economics from the universities of Edinburgh and Oxford.