Davos 2025: What to Watch on Friday, January 24

As the World Economic Forum's Annual Meeting in Davos enters its final day, Friday, January 24, investors and business leaders alike are eager to see what insights and opportunities emerge from the discussions. Here's a rundown of key sessions and speakers to watch, along with potential investment implications.



10:30 - Welcoming Remarks and Special Address
Klaus Schwab, Founder and Chairman of the World Economic Forum, and Børge Brende, President and CEO, will deliver welcoming remarks, setting the stage for the day's discussions. They are likely to emphasize the importance of collaboration, innovation, and long-term thinking, which are crucial for stable and predictable growth.

11:20 - Special Address by Ursula von der Leyen, President of the European Commission
Ursula von der Leyen is expected to discuss Europe's role in the shifting geopolitical order. She may emphasize the importance of cooperation, resilience, and sustainable growth, which are key aspects of a well-diversified investment portfolio. Keep an eye out for any mentions of specific sectors or companies that could benefit from Europe's strategic initiatives.

11:50 - Finding Growth in Uncertain Times
WTO Director-General, Ngozi Okonjo-Iweala, will join a panel of experts to discuss navigating today's economic landscape and finding paths to economic cooperation. This session aligns with your focus on stability and predictability, as it aims to identify strategies for consistent growth in uncertain times. Consider investing in companies that are well-positioned to benefit from international trade and cooperation.

13:00 - Investing in Women's Health
This session focuses on innovations needed to make women's health a lasting global priority. Investing in women's health can lead to a more stable and productive workforce, contributing to consistent economic growth. Consider exploring companies that are at the forefront of women's health innovations, such as Hologic, Organon, and Myovant Sciences.

14:00 - Special Address by Olaf Scholz, Federal Chancellor of Germany
Olaf Scholz is expected to discuss Germany's economic policies and its role in the global economy. Germany is known for its stable and predictable economic environment, which aligns with your investment philosophy. Pay close attention to any mentions of specific sectors or companies that could benefit from Germany's economic policies.

14:30 - Special Address by Volodymyr Zelenskyy, President of Ukraine
Zelenskyy is likely to discuss Ukraine's economic reforms and growth strategies. Emphasizing stability and predictability, Zelenskyy may highlight Ukraine's efforts to create a more favorable investment climate. Consider exploring companies with a strong presence in Ukraine or those that could benefit from the country's economic reforms.

As you watch the sessions and speakers on Friday, January 24, keep an eye out for any mentions of under-owned sectors like energy and strategic acquisitions for organic growth. Additionally, consider the geopolitical and economic discussions' influence on your portfolio composition and risk management strategies, as outlined in the previous response.

By staying informed and engaged with the discussions at Davos 2025, you can better position your portfolio to navigate the uncertain geopolitical and economic landscape and capitalize on potential investment opportunities.