Nader Mousavizadeh: Post Davos Reflections
In my conversations with business and policy leaders in Davos, I repeatedly returned to three dynamics that will define the macro operating environment for companies, investors and organizations in 2026 and beyond:
Resilience
In 2025, resilience was defined primarily by the global economy’s ability to absorb shocks. In 2026, it will increasingly be defined by structural adaptation as firms and governments actively rewire trade networks, diversify supply chains and redirect capital flows to reduce long-term exposure to geopolitical and policy risk.
Sovereignty
Sovereignty is now driving a global build-out across energy, technology, critical minerals and infrastructure. This push will accelerate investment, but it will also intensify Great Power competition over strategic chokepoints, expand the use of export controls as regulatory leverage and raise the political stakes surrounding industrial policy and supply-chain control.
Agility
The most successful countries and companies are shifting from reactive risk management toward proactive strategic positioning: forming new partnerships, adjusting operating models and acting with greater speed and agency in response to policy-driven market change.
Mark Carney in conversation with Nader Mousavizadeh on Canada’s position in a changing world.
At the Canada Country Strategy Dialogue in Davos, MAP CEO Nader Mousavizadeh and Prime Minister Mark Carney explored how Canada is positioning itself amid a new global reality marked by geopolitical competition, fractured supply chains, and rising protectionism.
Their discussion framed this era of “managed disorder” as the baseline that governments, investors, and companies must now plan for. They also examined Canada’s emerging structural advantages, from critical minerals and clean energy capacity to research depth in AI and advanced technologies , and the country’s growing role in ensuring food security and resilient trade flows.
The dialogue offers a timely lens on how Canada’s ambition to be a trusted, dependable partner as governments and businesses continue to navigate a more complex global landscape.
Bruno Le Maire Joins MAP's Europe Advisory Team
Bruno Le Maire has been appointed Senior Advisor at Macro Advisory Partners, further strengthening MAP’s market-leading Europe advisory team with his extensive economic and political experience.
Bruno’s appointment follows a career at the highest levels of French government where he led the country’s economic and financial portfolio since 2017 as Minister for the Economy and Finance.
As one of France’s longest-serving policymakers, Bruno’s expertise will be invaluable in supporting MAP clients to navigate Europe’s critical juncture for economic, security and policy imperatives.
Working closely with CEO Nader Mousavizadeh and MAP's Partners and Senior Advisors, Bruno’s insight will complement the capabilities of the Europe team, supporting clients engaged in Europe’s evolving economic and policy landscape.
Rare Earth Revolution
The rare earth revolution will redefine supply chains, industries and geopolitics for the next decade
China’s dominant position in rare earth production and processing creates structural supply chain vulnerabilities but also transformative opportunities for those prepared to capitalise on the industrial shifts it will drive. Despite the October 2025 suspension of some Chinese export controls, renewed restrictions remain a real risk and alternative global sources are scarce.
MAP is helping clients turn rare earth uncertainty into strategic advantage through comprehensive risk and opportunity mapping, scenario-based stress testing and targeted stakeholder engagement strategies.
Helping corporates navigate the US-China-Europe divide
Growing political and regulatory divides between the US, China and Europe are redefining the terms of global business.
Competing models of trade, technology and industrial policy are splintering governance systems and reshaping access to innovation, capital and talent. For corporates, this fragmentation demands an agile, multi-track approach to strategy — one that can operate and thrive across three increasingly divergent policy regimes. MAP helps clients anticipate geopolitical inflection points, stress-test exposure and opportunity, and position for advantage as the world’s major economies leverage their increasingly complex interdependence.
