04/11/2025
Change happens slowly — and then all at once. Especially when it comes to investing!
That theme ran through the Ardian Investor Day 2025 in Singapore, where I had the privilege of moderating discussions as we celebrated 20 years of Ardian in Asia.
I was joined by Bernard Emié, Jan Philipp Schmitz, and Vladimir Colas for a wide-ranging conversation on how investors are navigating the all-at-once world of AI disruption, geopolitics, and shifting macro currents.
Bernard — a five-time French ambassador who has sat in the same rooms as Jacques Chirac and Lee Kuan Yew — reminded us not to panic too much about geopolitics, particularly Russia. Perspective, he said, is everything.
From infrastructure and private credit to semiconductors, one message stood out: resilience isn’t about avoiding complexity, but understanding it deeply enough to move through it with conviction.
