On January 20th at Davos Lodge 2026, ACG Analytics Managing Partner David Metzner participated as a speaker in a discussion on “President Donald J. Trump & the United States: 2026 Forecast.”
David explored how current Trump Administration political dynamics and policy priorities may reshape the global macro environment, touching on themes including U.S. industrial strategy, fiscal constraints, and shifting trade balances. He also examined how these forces could translate into changes in capital allocation, cross-border trade, and geopolitical risk.
The conversation brought together global thought leaders and market participants for a substantive exchange on what lies ahead for policymakers and investors navigating an increasingly complex landscape.
Watch the entirety of David’s presentation HERE.