The global business environment is undergoing a profound transformation. Geopolitical tensions, economic fragmentation and the rapid rise of artificial intelligence are reshaping the landscape in which corporations operate. This keynote will explore how the global macroeconomic and geopolitical environment is evolving, and what it means for corporate strategy, risk management and leadership. Drawing on decades of experience in global financial markets and international policy, Marcelo Carvalho will outline the key forces shaping the new economic order: from geopolitical rivalry and supply chain realignment to the accelerating impact of AI on productivity, labour markets and corporate decision-making. The session will conclude with practical insights for leaders navigating an increasingly uncertain global environment.