LSEG CEO David Schwimmer on Where Global Capital Is Moving
It offers a short, exchange-operator perspective on policy constraints and risk framing that advisors can weigh when discussing market risk with clients. The emphasis on scenario planning over forecasting speaks directly to how portfolios and client conversations are structured.
Summary
By the markets & outlook deskDavid Schwimmer, chief executive of London Stock Exchange Group, speaks with Goldman Sachs' FX de Mallmann about where global capital is moving and why he argues investors may be underestimating risks in current markets. He points to inflation and geopolitical tension as constraints on the policy flexibility that has supported markets in past downturns. He makes the case for scenario planning as a more practical discipline than trying to predict what happens next.
- Schwimmer says investors may be underestimating risks in today's markets
- He cites inflation and geopolitical tension as limiting the policy flexibility that supported markets in past downturns
- He describes scenario planning as more practical than trying to predict what happens next
- The episode was recorded on September 2, 2026, in conversation with FX de Mallmann, chairman of Goldman Sachs EMEA and chairman of Investment Banking
Similar items
Same topic
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.