Geopolitical Forecasting

The growing convergence story promises to alter our view of possible futures. There are a number of likely shifts that make Geopolitics a critical piece of the story. These shifts add to the high degree of uncertainty reflected in the current environment. In light of this, evaluating geopolitical implications and their influence on the future is growing in importance. But how? I just finished a book titled Geopolitical Alpha that offers a perspective on how to improve forecast accuracy in the geopolitical domain.

The era of geopolitical ignorance is over. The days when investors and corporate decision-makers could be successful without much understanding of politics will be a footnote in the annals of history.

Marko Papic – Geopolitical Alpha
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Wall Street Is Going Green

Wildfires burned nearly 10.4m acres across the US last year. The most costly thunderstorm in US history caused $7.5bn in damage across Illinois, Iowa, Nebraska and South Dakota. As the climate crisis swept the globe on a biblical scale it left in its wake a record number of billion-dollar disasters.

Dominic Rushe – Reading the writing on the wall: why Wall Street is acting on the climate crisis
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