10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
2/03/2026 Geopolitics Implications of US-Israel strikes on Iran The piece discusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
26/01/2026 Geopolitics Geopolitics, tariffs and market volatility January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
15/01/2026 Geopolitics Geopolitics: power as policy In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.
15/09/2025 Geopolitics Multipolar world in action Explore the evolving Multipolar World in 2025, highlighting geopolitical hedging, US-China dependencies, and the Great Diversification trend, with key...