Why geopolitics is changing the investment landscape

ANALYSIS: For investors, the challenge is less about predicting the next geopolitical flashpoint and more about building portfolios that can adapt.

Bevan Graham Sun, 01 Feb 2026

Rising geopolitical tensions and the steady erosion of the world’s rules-based order are no longer just background noise for financial markets. They represent a deeper, structural shift that is reshaping the investment landscape. Unlike the periodic geopolitical shocks markets have learned to

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