When asked if geopolitical risks are being priced in by the market, he said: "Not really ... We've got massive geopolitical uncertainty. We've got the second largest economy in the world China going through a major transition. There's a lot of geopolitical risk in the obvious regions North Korea, parts of Middle East. ... There's a lot to remain cautious about, and I think our house position, and certainly how I feel, is the world is getting better, but this will not be in a straight line."
In the interview at the World Economic Forum at Davos, Switzerland, he also discussed:
- Company's earnings report
- Economic growth
- Donald Trump
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