Ardian at Davos 2026: Mark Benedetti on global economic challenges
Market watch
Ardian at Davos 2026: Mark Benedetti on global economic challenges
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23 January 2026
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Infrastructure
Reading time: 1 minute
Insights from Davos: are markets mispricing the future?
Diversification as a core investment principle
Insights from Davos: are markets mispricing the future?
The conversation explored the long-term impact of artificial intelligence on productivity, the importance of diversification across asset classes and geographies, and how geopolitical tensions and market volatility are shaping global investment strategies.
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As geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst?
Diversification as a core investment principle
Diversification is central to Ardian’s strategy: combining AI-related opportunities with the infrastructure that supports AI, such as data centers, alongside resilient, decorrelated assets like airports or renewables, and balancing investments across geographies. Mark Benedetti highlighted that Europe, in particular, offers compelling potential right now.
Diversification of asset allocation and geographic investment is important.
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Mark Benedetti Executive President, Ardian
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Gita Gopinath Professor of Economics, Harvard University
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Bonnie Y Chan Chief Executive Officer, Hong Kong Exchanges and Clearing (HKEX)
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Sergio P. Ermotti Group Chief Executive Officer, UBS
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Robin Vince Chief Executive Officer, BNY
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Jonathan Ferro Anchor, Bloomberg
