Premium: The real value of Davos – insights to help us reshape investment portfolios

Overlay a Covid-imposed absence of three years and exposure to extraordinary ideas and people during the WEF meeting in Davos, and the impact has been explosive.

Published on:

30 May 2022, 11:45 am

One of my mentors, former ABSA CEO Dr Danie Cronje, told me an overseas trip could be worth months of formal university study. Open eyes and ears to what's around you, he said, and you'll absorb perspectives easily missed when living in our geographically- and often intellectually-isolated corner of the world.

After my experiences of the past two weeks, Danie's words ring truer than ever. Seeing buoyant business activity in the UK and Switzerland came as a jolt after SA's all-too-apparent economic stagnation. Overlay a Covid-imposed absence of three years and exposure to extraordinary ideas and people during the WEF meeting in Davos, and the impact has been explosive.