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NOW Ep119: Davos 2026 | Navigating the new disorder

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The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more.
In the final episode of our Davos Debrief podcast series, Investec Group Chief Executive Fani Titi argues that the defining advantage in today’s global economy is adaptability - the ability of countries and companies to operate amid volatility without waiting for certainty.
Read more on www.investec.com/now
Chapters
  • 00:00 Introduction
  • 02:00 How would you summarise the mood at Davos 2026?
  • 03:54 What is Davos telling us about the global economy?
  • 04:56 Is cooperation still realistic?
  • 06:20 How explicitly are geopolitics influencing capital allocation today?
  • 07:36 From a UK lens, is stability becoming a competitive advantage again?
  • 09:43 Sentiment around emerging markets and global portfolios
  • 10:36 What would unlock faster capital deployment into African infrastructure?
  • 12:29 In this global environment, what does good leadership look like?
  • 16:17 Key takeaways from WEF2026
22 Jan English South Africa Business · Investing

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