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Three gigantic, global, interconnected risks have the potential to upend the world as we know it. Investors who understand these will be better positioned to successfully navigate the uncertainty plaguing our world.

Anyone prognosticating on the future has likely heard the cliches “even a broken clock is right twice a day” and “every now and then a blind squirrel will find a nut”. The primary criticism directed at those who think about the future is that it’s an act of futility. The blunt reality is that accuracy cannot and should not be the criterion upon which to evaluate thinking about the future. Usefulness is a far better standard. Mechanical as it may be, thinking about various scenarios of how the future may unfold has proven to be among the most useful ways to make decisions amidst radical uncertainty.

Uncertainty and change are unavoidable realities of life. In the spirit of thinking differently and embracing uncertainty, I offer you this year's global developments to watch over the next five years.

2021 is a year that reminded me of the song "If You're Going Through Hell". In the spirit of productive thinking and consideration of potential futures, I offer you my 2022 predictions for the next five years.

I believe time allows signals to surface amidst the ubiquitous noise. In the spirit of Annie's "just thinking about tomorrow..." in which she pleads for us to "hang on 'til tomorrow, come what may," I present my 2021 predictions for the coming five years.

The world today is an acceleration and escalation of the world that existed before Covid-19, rather than a whole new world. Broad, multidisciplinary thinking is essential.

I believe time allows signals to surface amidst the ubiquitous noise. In the spirit of the hit Fleetwood Mac song "Don't Stop" that urges a future focus, I offer this year's set of five-year-forward global predictions.

To succeed within the ever-shifting context in which investment decisions are made, investors should adopt a multi-lens approach. Context matters, and siloed thinking can be detrimental.