Qatar Economic Forum | Where Global Capital Goes Next
Where is capital moving as AI, geopolitics and rising energy demand reshape the global economy?
QIA’s Mohammed Saif Al-Sowaidi,
@apolloglobal’s Marc Rowan and
@GoldmanSachs’ David M. Solomon joined
@flacqua at the #
QatarEconomicForum# special #
UNGA81# edition to discuss how some of the world’s largest investors are positioning for what comes next.
The takeaways?
▪️ Capital demand is surging.
▪️ Investment is needed across AI, energy, infrastructure, advanced manufacturing, defense and supply chains.
▪️ AI is a long-term investment cycle.
▪️ Energy is becoming increasingly critical to AI.
▪️ Growing computing require significant new investment.
▪️ Geopolitical fragmentation is reshaping capital flows.
▪️ Trade barriers, changing supply chains and national security priorities are influencing where capital is deployed.
▪️ Rather than reacting to daily volatility, investors are focused on trends that shape growth over the next five, 10 and 20 years.
Watch the full #
QatarEconomicForum# discussion here ⏯️