Markets have sold Europe and Asia and bought the US in response to the Iran attacks. But the structural economic impact is likely a rewiring of global flows.
Read More
Fed policy choices based on convictions about the deflationary impact of technology are risky in a time of regime change
Read More
2026 will be another disruptive year of structural global economic and geopolitical change
Read More
Fiscal & geopolitical change will drive shifts in the ability of the US to attract allocations of capital from the rest of the world
Read More
Global economic and geopolitical regime change continues to accelerate
Read More
Despite market calm, economic risks and political stresses are building - along with structural economic and geopolitical change
Read More
Evidence of global economic and geopolitical fragmentation continues to accumulate
Read More
Alongside high profile trade wars, expect structural change to cross-border capital flows - which will be at least as disruptive to the global economy
Read More
Small advanced economies provide useful perspectives on responding to a disruptively changing global economic and geopolitical context
Read More
The world at the end of March is a very different place than in January; and this is only the start of disruptive change in the global economic & geopolitical system.
Read More
Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is emerging
Read More
Beyond the economic & political disruption in the US, ten recent developments provide insights on emerging global dynamics.
Read More
There is high potential for economic and geo/political disruption in 2025. Ten developments in December provide a sense of what to expect.
Read More
Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures
Read More
A slowing US economy is attracting significant attention; but China poses a more significant risk to the global economy
Read More
The (northern) summer has been dominated by political and economic turbulence; expect more to come
Read More
Structural changes in politics and policy are underway across advanced economies – with material economic consequences
Read More
The ability to finance the great reindustrialisation will be a key driver of national economic performance: only some economies are positioned to benefit
Read More
Recent market volatility after elections illustrates the economic importance of political institutions; with implications for the US Presidential election
Read More
Trade flows capture changes in the geopolitical context: global economic fragmentation continues to sharpen, driven by geopolitical rivalry
Read More