Neil Shearing

Neil Shearing is Group Chief Economist at Capital Economics, one of the world’s foremost economic research and analysis companies. An expert on the global economy, Neil is known for clear, insightful analysis that regularly features in the Financial Times, The Wall Street Journal and other international publications, as well as on Bloomberg TV, CNBC, BBC News and the Today programme on BBC Radio 4. His weekly note is read by thousands of people every Monday.

Described as "a clear-headed and original thinker" by Martin Wolf of the Financial Times, Neil explores how geopolitical shifts are reshaping the global economy, from trade flows and supply chains to capital movements and access to critical minerals. Drawing from his experience advising policymakers and business leaders worldwide, he examines the implications of deepening US-China rivalry, the evolution of globalisation, and the emergence of geopolitical blocs whose relative size and economic diversity will be pivotal in reordering global commerce. He addresses how artificial intelligence will transform economies, with countries unevenly positioned to capture the gains and the biggest growth impact unlikely to arrive until the 2030s. His analysis brings clarity and authority to understanding which economies will benefit from these seismic shifts, and which will bear the costs. Many of these themes are explored in Neil’s book, The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy, named in the Financial Times' Books of the Year shortlist. 

Before becoming Group Chief Economist, Neil was Capital’s Chief Emerging Markets Economist, earning various awards for forecast accuracy, and leading their operations in New York. Earlier in his career, he served as an Economic Adviser at HM Treasury, working on fiscal policy and global economics. He holds degrees in Economics from the University of York and the University of London, and is an Associate Fellow in the Global Economy Programme at Chatham House.