Tuesday, 5th February 2026

09:30 a.m. GMT | 10:30 a.m. CET

With geopolitical uncertainty rising and global relationships being redefined, markets are feeling the impact across regions and asset classes.

This year’s conversations in Davos underscored just how deeply political fragmentation, shifting alliances, and geoeconomic competition are shaping the investment environment.

Investors now face a landscape where political decisions, global tensions, and structural transitions play an increasingly decisive role in market behaviour.

Join our experts on Tuesday, 5th February as they will unpack the key geopolitical themes emerging in the wake of Davos and analyse their implications for markets.

 

Speakers

Philippe d'Orgeval, Deputy Group Chief Investment Officer at Amundi

Speaker:
Philippe d'Orgeval

Deputy Group Chief Investment Officer,
Amundi

Monica-Defend


Speaker:
Monica Defend

Head of Amundi Investment Institute & Chief Strategist,
Amundi Investment Institute

Danae Quek - Senior PR Manager at Amundi


Moderator:
Danae Quek

Senior PR Manager,
Amundi