LSEG CEO David Schwimmer on Capital Shifting Beyond US Markets
It offers an exchange-group chief executive's read on risk, policy room and geopolitics, plus a case for scenario-based planning that allocators can weigh against their own positioning reviews.
Summary
By the markets & outlook deskDavid Schwimmer, CEO of London Stock Exchange Group, talks with Goldman Sachs EMEA chairman FX de Mallmann about what he sees as investor complacency toward current market risks. He points to inflation and geopolitical tension as constraints on the policy flexibility that has cushioned markets in past downturns, and argues for scenario planning rather than attempts to predict what happens next. The episode is framed around capital shifting beyond US markets.
- Schwimmer says investors may be underestimating risks in today's markets.
- He argues inflation and geopolitical tension limit the policy flexibility that supported markets in past downturns.
- He describes scenario planning as more practical than trying to predict what happens next.
- The discussion is presented around capital shifting beyond US markets.
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