Pricing global disorder

China, the US, and the geoeconomic risks facing Australia

 

 

SYDNEY | LOWY INSTITUTE

Tuesday, November 17, 2026  12:15 PM - 1:30 PM AEDT

Join us to hear from leading experts as they examine the geoeconomic risks emanating from China, the United States, and elsewhere as well as the investment strategies needed to navigate an increasingly complex global landscape.

The conversation will be moderated by Roland Rajah, Lead Economist at the Lowy Institute, and will feature Shaun Manuell, Chief Investment Officer of AustralianSuper, Logan Wright, Partner at Rhodium Group, and Dr Jenny Gordon, Nonresident Fellow at the Lowy Institute.

Event Information

Tuesday, November 17, 2026

12:15 pm for 12:30 pm - 1:30 pm

Lowy Institute

31 Bligh St, Sydney

ABOUT THE SPEAKERS:

Roland Rajah
Roland Rajah
Lowy Institute
Lead Economist and Director IPDC
Roland Rajah is Lead Economist and Director of the Indo-Pacific Development Centre at the Lowy Institute, focusing on economic development challenges across Southeast Asia, the Pacific Islands, and South Asia. His research spans macroeconomics, aid and development finance, geoeconomics, and regional integration.

Roland has held the position of Lead Economist since joining the Institute in 2017. As Director of the Indo-Pacific Development Centre, he leads a work program organised around post-Covid growth and development, globalisation and regional integration, climate change and development, technology and the digital economy, aid and development finance, and geoeconomics. The Centre also houses the Lowy Institute Pacific Aid Map, which tracks official aid and development finance flows to the Pacific Islands.

Jenny Gordon
Dr Jenny Gordon
Lowy Institute
Nonresident Fellow
Dr Jenny Gordon is a Nonresident Fellow at the Lowy Institute and also a Honorary Professor at the Centre for Social Research and Methods at the Australian National University.

Previously, Jenny was the Chief Economist at DFAT, joining in November 2019 to establish the Office of the Chief Economist (OCE), bringing together trade and investment economics with development economics. In the two years since its inception, OCE expanded the data analysis and communication outreach to the department, building interactive dashboards, and offering more complex systems analysis backed by sound empirical evidence to support policy and program development and delivery. The program of development investment evaluation was incorporated into OCE in 2000.

Shaun Maneull
Shaun Maneull
AustralianSuper
Chief Investment Officer
Shaun is responsible for leading AustralianSuper’s investment teams to deliver its investment program. Shaun joined AustralianSuper in 2013 as Head of Australian Equities and was appointed Chief Investment Officer on 1 July 2026. Before joining AustralianSuper, Shaun was the Chief Investment Officer and Head of Private Clients at ASX listed company Equity Trustees for 10 years. Prior to this he worked at JB Were and Cazenove & Co in London, having started his career as a solicitor in Melbourne. He was previously a director of Director of Navitas from 2019-21. Shaun has a Bachelor of Economics/Law from Monash University and a Masters of Business Administration (MBA) receiving Deans Honours, from Melbourne Business School. He is also a graduate of the Australian Institute of Company Directors.

Logan Wright
Dr Logan Wright
Rhodium Group
Partner
Dr Logan Wright is a Partner at Rhodium Group and leads the firm’s China Markets Research work. He is also a Senior Associate at the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS) in Washington. He was educated at George Washington University and Georgetown University, and had lived and worked in Beijing and Hong Kong for over two decades. His research focuses on China’s financial system and credit conditions in shaping outcomes within China’s economy, as well as the policies of China’s central bank. He is the author of Broken China: How the Economic Miracle Shattered and What it Means for the World, as well as three reports on China’s financial system and the country’s longer-term economic trajectory: Grasping Shadows (2023), The China Economic Risk Matrix (2020), and Credit and Credibility (2018).