Real-time perspectives from FGS Global's team in Davos.
Davos 2026 arrives at a moment when the global landscape feels unusually fluid—and unusually consequential. Geopolitics, economics, and technology are colliding in ways that are reshaping priorities across governments and boardrooms alike.
This year's theme, "A Spirit of Dialogue," reflects the tension: from geopolitical flashpoints and unpredictable trade policy to the widening gap between AI's promise and regulatory clarity.
Throughout the week, our team is sharing insights directly from Davos.
The week ahead at Davos
FGS Global Chief Growth Officer, Christine Graeff, on what to watch at Davos 2026.
What we're hearing
Davos 2026 is set to be less about abstract long-term visions and more about navigating immediate realities. For business leaders and policymakers alike, the focus will be on resilience, strategic positioning, and adapting to a world where change is rapid, risks are interconnected, and certainty is increasingly hard to come by.
Geopolitical risk is no longer a background concern. The war in Ukraine and ongoing tensions in the Middle East continue to strain alliances, while newer flashpoints – including heightened U.S. involvement in Venezuela and renewed debate around Greenland’s strategic future – are raising fresh questions about sovereignty, security, and global stability. The result is a clear shift towards Realpolitik, reflected in rising defense spending worldwide and a renewed focus on strategic autonomy, particularly across Europe.
Trade and economic policy are also becoming more unpredictable. Tariffs, industrial policy, and national security considerations are increasingly intertwined, forcing companies to rethink supply chains, partnerships, and long-term investment decisions. Volatility is becoming a feature, not a bug, of the global economy.
Artificial intelligence remains a defining theme. Investment continues to surge, driven by AI’s economic promise, but so do concerns – from energy demand and scalability to governance, ethics, and the future of work. The gap between technological progress and regulatory clarity remains wide.
