Research · Geopolitics
Power & sovereignty
Great-power competition, alliances, defence, and the sovereign supply chains redrawing the map of risk.
Geopolitics has moved from background risk to primary driver. We track great-power competition, alliances, defence build-ups, and the contest over sovereign supply chains — and what each means for capital.
We connect strategic events to market consequence: where fragmentation raises costs, where sovereignty reshapes investment, and where conflict and competition create both risk and opportunity.
What we cover
Great-power competition
US–China rivalry, blocs, and the realignment of the global order.
Defence & security
Rearmament, security spending, and the industrial base behind it.
Sovereign supply chains
Reshoring, critical dependencies, and the economics of fragmentation.
Get in touch
An engagement or project you would like to discuss?
Want to discuss the geopolitical landscape?
Contact us