Get comfortable with the discomfort of geopolitical risk

Hagai M Segal  |  New York University  |  19 August 2026

We have moved from a “rules-based” international order to one of economic and military statecraft, in which major powers pursue their own security goals. In short, geopolitics today impacts global economic fundamental like never before.
Which geopolitical developments are merely noise, and which are creating key geoeconomics risks that are driving the outlook for markets?

Get comfortable with the discomfort of geopolitical risk
Conflict, strategic competition, defence spending, energy insecurity and supply-chain redesign are impacting inflation, fiscal policy, intere...

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