Geopolitics, political instability and economic uncertainty have emerged as the leading concerns for the real estate and built environment industry in the year ahead.

Global economic policy uncertainty is off the charts. The chart below shows the global economic policy uncertainty index – which tracks the impact of seismic events by scanning keywords related to the economy, uncertainty and policy-related matters in news media.

The index jumped to a post-pandemic high in January on the back of President Trump’s executive orders and rocketed even further following the ‘on again off again’ tariffs announcements that started with ‘Liberation Day’ in April.

The unstable, flip flopping of policy decisions, with tariffs being announced then repeatedly delayed or modified, has unsurprisingly caused a negative vibe shift in the economic outlook and is weighing on investor and consumer sentiment.

These themes were a focal point of discussion at recent ULI conference events taking place across Europe over the past few months in Frankfurt, Madrid, Athens, Copenhagen and Warsaw (to name just a few).

High on the agenda in each European city was the geopolitical and macroeconomic backdrop, which is having broad implications from a capital markets, development and investment perspective.

We are clearly facing a more complex, unstable, and fragmented world. Heightened geopolitical tensions and rising economic uncertainties weigh on investment and strategic business decisions daily.

There is undoubtedly a lot to cover and discussion in this realm. For this reason, ULI’s flagship Europe Conference, which takes place in London from 16-19 June, will bring together leading voices in international affairs and economics to help attendees understand and navigate an increasingly complex global environment.

The following sessions will endeavour to equip attendees with the knowledge and insights to help them navigate a world in constant flux.

Opening Keynote: Geopolitics and Global Markets
Bronwen Maddox, Director of Chatham House, will provide a strategic overview of today’s geopolitical realignment—from war and fragmentation to shifting global influence—and what it means for international business and leadership.

Macroeconomic Trends
Economist Daniel Lacalle will examine the global economic outlook, with a focus on inflation, interest rates, and supply chain challenges—highlighting how these macro trends are shaping market dynamics and investment decision-making.

Closing Keynote: An Insider’s View of Current Global Events
Drawing from decades of experience and unrivalled global access, Gideon Rachman of the Financial Times will offer his signature analysis on the political and economic forces reshaping the world—from Washington to Beijing, and Brussels to Riyadh.

Join us to further the discussion, share ideas, experiences and meet industry leaders, and learn about the latest global real estate trends from experts.

The ULI Europe Conference takes place 16-19 June in London.

View the full programme here.

Register to attend ULI Europe Conference here.