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The Morning Brief

ET@Davos: Corner Office Conversation with Nicolai Tangen

Jan 30, 2025
Nicolai Tangen, CEO of Norges Bank Investment Management, shares his expertise as he manages one of the largest sovereign wealth funds globally. He discusses the profound impact of AI and Big Tech on finance and the emerging risks from geopolitical tensions. Tangen highlights India’s growing role in investment strategies and the importance of transparency when overseeing $2 trillion. He also reflects on the complexities of climate change in finance and how these elements intertwine within the global economic landscape.
21:34

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Nicolai Tangen emphasizes the increasing importance of integrating climate change considerations into investment strategies amid rising geopolitical tensions and energy prices.
  • The conversation highlights India's attractive investment potential, driven by its political stability and entrepreneurial spirit, while cautioning against overvaluation risks.

Deep dives

The Role of Climate and Finance

The discussion emphasizes the growing intersection between climate change and finance, driven by current environmental issues. Tangen highlights that climate-related events, such as extreme weather, are affecting agriculture and contributing to geopolitical tensions, which in turn have financial implications. The connection between sustainability and investment strategies is more prominent now than ever, even amid rising energy prices linked to fossil fuels. This evolving relationship suggests that the landscape of investment is adapting to prioritize climate considerations alongside traditional economic factors.

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