Demand for geopolitical analysis is rising sharply as investors struggle to price in risks from wars, trade threats and political shocks. Asset managers and corporates are no longer treating geopolitics as background noise but as a core input into portfolio strategy.
The shift was underscored this week when the United States threatened tariffs against several countries unless they agreed to a deal over U.S. control of Greenland, triggering volatile market moves. Investors have also been rattled in recent years by Russia’s invasion of Ukraine, broad U.S. tariff threats under President Donald Trump, and Washington’s intervention in Venezuela.
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