Paul Jackson (Invesco), Michael Krautzberger (Allianz GI), Guillermo Felices (PGIM) and Salman Ahmed (Fidelity)..
As global leaders and investors arrive in Davos this week, the central question for markets is no longer whether geopolitics matters, but how quickly political risk is being priced into assets. Donald Trump’s return to the World Economic Forum, where he is due to speak on Wednesday, comes at a moment when institutional credibility, fiscal discipline and capital concentration have become investment variables rather than background noise.
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