| Our experts Philippe d’Orgeval, Deputy Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, moderated by Danae Quek, Senior PR Manager, explored how the latest surge in geopolitical tensions, renewed tariff threats, and mounting concerns over public finances are shaping market behaviour and influencing investor positioning. |
In this webinar
Davos signalled a structural regime shift as geopolitics, security priorities and reconfigured supply chains reshape global economic strategy. Technology is entering a capex‑heavy phase—AI is driving demand for infrastructure and hardware—while Europe presses for greater strategic autonomy through deals like the EU‑India partnership and deeper single‑market integration. Markets are pricing a potentially hawkish Fed under Kevin Warsh, which tightens financial conditions and delays ECB cuts, reinforcing the case for diversification with a focus on global equities, gold and selective fixed‑income and EM credit opportunities.
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Webinar | World in chaos after Davos? Impact on Markets
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