The gap between geopolitical intelligence and investment decisions.
Most investors understand the world is more volatile. The briefings arrive. The risk reports land. The geopolitical picture, multipolarity, fragmentation, the erosion of the rules-based order, is broadly understood. But understanding the risk and being architecturally ready to act on it are two very different things. This piece makes the case for what is missing.
Hormuz Is Closed. Where Is the Safe Haven for Capital?
The largest oil supply disruption in history is not just an energy story. It is a trust story. And trust decides where capital goes next.
When the Safe Haven Breaks: Capital, Confidence and the Gulf
The Iran conflict has shifted the question driving global wealth flows from tax to safety. As family offices reassess domicile risk, capital is moving from the Gulf to Singapore and beyond. This analysis examines the new decision hierarchy reshaping how mobile wealth chooses where to go next.
Geopolitics, Trust and the 2026 Strategy Test
Six signals for 2026 that leaders in government, technology and investment should act on now. A strategic view of geopolitics, trust and reputation as operating constraints.
Are We Pricing Tech Ambition or Inflating a Bubble?
Tech IPO valuations are soaring as SpaceX, OpenAI and Anthropic reshape markets. We need to think whether ambition, narrative and AI hype are driving sustainable value or a growing bubble.
Why Is Trust Now the Hardest Currency in Corporate VC?
Why is trust becoming the hardest currency in corporate venture capital? CVCs now differentiate not by cheque size, but by the strategic insight, commercial access and risk expertise they bring to early-stage companies. New data from the State of CVC 2025 report sets out what CVCs and founders must do to build perception, credibility and growth.
Why Your Board's Blind Spot is Costing You Your Reputation
A new study reveals a staggering 38-point gap between CEO concern and crisis preparedness. The root cause? Boards built for a financial era are failing in an age of compounding crises. This isn't just a communication problem, it's a direct threat to profit and valuation. This article exposes why traditional board composition is the core vulnerability and provides a clear blueprint for modernization, including the critical case for appointing a Chief Reputation Officer to safeguard your company's future.
How To Rethink Data Culture in Government
Brent Hoberman’s question—“How good is the data that governments use to make choices?”—spotlights a deeper issue: it’s not just about the data, but the people and culture behind it. In this article I explore how risk aversion, silos, and bias hinder policy impact—and what leaders can do to fix it.
Heathrow Closure and the Case for UK Infrastructure Resilience
The recent fire at Heathrow Airport exposed more than a power outage—it revealed critical gaps in the UK’s infrastructure resilience and crisis readiness. For leaders in government and business, the incident is a stark reminder: resilience, reputation, and rapid response must be built into strategic planning now.