HOW IS PATIENT CAPITAL SETTLING AFTER THE TRADE WAR?​

The panel discusses the settling of patient capital after the trade war, focusing on global investment trends and disruptive innovation. James Brochbank notes a record year for private equity despite initial tariff concerns, highlighting sector-specific impacts. Andres Estevez observes a normalization of global currencies and equity markets, with Latin America presenting attractive valuations. Yoshi Hori emphasizes Japan's economic boom, driven by venture capital growth and corporate governance reforms. George Walker expresses enthusiasm for investment opportunities in Tokyo and the GCC, while cautioning about debt, deficits, and the social pressures of AI. Kathy Wood highlights deregulation and corporate tax cuts in the U.S., predicting a productivity-driven boom and the transformative potential of AI in autonomous mobility and healthcare. The panelists agree on the U.S. as an engine for innovation but emphasize the importance of considering global investment opportunities. They also touch upon the AI "bubble" and the importance of investing in the winners.