Europe’s monetary system is entering a decisive phase of transformation as digital finance moves from the margins to the core of everyday payments. At the heart of this shift is a clear message from senior policymakers: commercial banks will need… Read More ›
Strategy
U.S. Withdrawal From the World Health Organization Signals Breakdown in Trust Over Pandemic Accountability
The United States’ decision to withdraw from the World Health Organization marks one of the most consequential shifts in global health governance in decades. More than a diplomatic break, the move reflects a deeper reassessment by Washington of how multilateral… Read More ›
Long-Horizon Oil Partnerships Signal Libya’s Bid for Stability, Scale and Strategic Credibility
Libya’s decision to enter a 25-year oil development agreement with TotalEnergies and ConocoPhillips marks one of the most consequential energy moves the country has made since its post-revolution fragmentation began more than a decade ago. Beyond the headline figures of… Read More ›
Geopolitics Reclaims the Spotlight as Davos Shifts From AI Optimism to Strategic Uncertainty
When investors, executives and policymakers arrived in the Swiss Alps, artificial intelligence was expected to dominate the conversation. AI had matured from speculative hype into deployable infrastructure, drawing unprecedented pools of capital and reshaping expectations across industries. Yet by the… Read More ›
Territory, Pressure and Power Shape Fragile Diplomacy in Russia–Ukraine Negotiations
Ukrainian and Russian negotiators sitting down for direct talks on territory reflects not diplomatic momentum but strategic exhaustion colliding with external pressure. The discussions, held under U.S. mediation, revolve around the most intractable issue of the war: land seized, defended,… Read More ›
Fragmented Tariffs, Fractured Borders: How Targeting Individual EU States Could Strain U.S. Customs
The prospect of imposing tariffs on selected European countries rather than the European Union as a single trading bloc represents a sharp departure from conventional trade policy—and one that carries significant administrative and economic complications. While the political logic behind… Read More ›
Markets Reprice Risk as Geopolitics and Trade Tensions Re-Enter the Frame
Global markets have been jolted into a new phase of uncertainty as geopolitical friction and tariff threats reassert themselves as dominant forces shaping investor behaviour. After years in which monetary policy and corporate earnings drove asset prices, political risk has… Read More ›
Policy Uncertainty Reshapes Transatlantic Capital Flows as German Firms Pull Back from the U.S.
German corporate investment in the United States has entered a markedly more cautious phase, reflecting how shifts in U.S. trade policy and political signalling are reshaping boardroom calculations. During the first year of Donald Trump’s return to the White House,… Read More ›
From Strategic Orbit to Capital Magnet: Why the Space Industry Is Positioned for Another Investment Surge
After a year that reset expectations for what the modern space economy can attract in capital, investors and governments are increasingly aligned around the view that the sector’s growth cycle is far from complete. Record funding in 2025 has not… Read More ›
From Tariff Shock to Strategic Reset: Why Retail Dealmaking Is Poised for a Revival in 2026
After a year in which tariffs distorted costs, clouded valuations, and pushed many transactions to the sidelines, dealmakers across retail and consumer goods are increasingly converging on the same expectation: 2026 is shaping up to be a year of renewed… Read More ›