Schroders' global head of strategy van Steenis: Five things I learned at Davos

Huw van Steenis, global head of strategy at Schroders, shares his perspectives from this year's World Economic Forum in Davos.

The mood at Davos was the most divergent in years. Some American bosses were notably bullish about accelerating economic growth and a regime change in fiscal, regulatory and trade policies.  Others, particularly some European policy makers, were markedly downbeat. But whoever you spoke with, the intense political and economic challenges from populism, globalisation, disruptive technology, the migration crisis and inequality dominated debates.  While consensus was less confident on how to navigate the risks, it likely acts as a catalyst to drive change. Have investors become too opt...