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In our recent article “The Indo-Pacific Tilt: What Is It and Why Do You Care?” we explained how the world has undergone a tectonic geopolitical shift since mid-2021, and one that is already affecting you and your investments. We also touched on the opportunities that this new geopolitical era now offers to those who, with our help, know where to look. Here, we explore this new world of opportunity in more depth.
Understanding this tectonic event is more crucial than you may realise. It has brought conflict, risk, exposure, and opportunity that many are still unaware of. Most of what you see and read in the media day to day is chronically myopic, judging one conflict or political event in isolation with no reference to this overarching context behind it all. You need context. Let us explain …
With every day that goes by since Russia invaded Ukraine there seem to be more and more pundits and politicians opining that “Russia has changed the world”. This narrative gives President Putin far too much credit, suggesting that he holds the initiative, and is forcing the world to scramble to react to unforeseen Russian policies and acts. In reality, if anything, Russia is the only constant.
In recent weeks there have been some fairly alarming statements made by UK politicians, senior serving and retired UK military officers, and by Ukraine’s President Zelenskyy on a recent visit to Germany; that World War III, principally with Russia, is just over the horizon and we may have to “think the unthinkable”; re-introduce UK conscription.
