THE INVESTOR'S GUIDE TO GLOBAL CRISES

The panel discusses investment strategies amidst global crises. Hazem Bin Qasim highlights geopolitical problems impacting revenues. Jose Billy Guermato emphasizes resilience and focusing on fundamentals in volatile environments. Vincent Levita focuses on critical sectors like digital revolution, energy transition, and mobility, prioritizing essential services and long-term trends. Oskar Lewin-Vosky points to a swing towards industrial sovereignty and the importance of public-private partnerships in mining. Bruno Schick prioritizes technological disruption and geopolitical risk, emphasizing diversification and creating alpha through hard work and transformation. Panelists agree on the importance of vision, execution, people, and discipline. They also stress the need for exit optionality and incorporating diverse perspectives.