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The Carney Doctrine: A Post-Davos Blueprint for Investment in a Fractured World

A strategic shift toward “friendly” middle powers—and the sectors that will define the new geopolitical order.

Jan 22, 2026
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Bill Cara

January 22, 2026

The conversations that shape the world often happen on the main stage at Davos at annual meetings of the World Economic Forum. This year, the most resonant framework for understanding our new reality came from Canadian Prime Minister Mark Carney. His diagnosis of a fundamental “rupture” in the US-led, rules-based system—and his …

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