Insights

Questions we are asking in 2025

Is Economic Warfare the next generation Geopolitics?

What tactics and tools will be leveraged as part of Economic Statecraft 2.0, and what longer-term strategies are they servicing?
How will businesses fit into economic warfare strategies, as actors, victims and vectors?

How will the US, China and Europe re-evaluate their relationships?

Who will be natural allies on a longer view and what positioning can we expect to see along the way?
How will businesses with exposures in and to these markets need to position to remain viable if relationships and partnerships shift?

Will Climate and Energy Security be the natural arenas for geopolitical competition?

How will regulation, legislation and market access evolve if climate and transition agendas become geopoliticised?
What trade-offs will governments have to navigate and with what repercussions for growth, security and resilience?

Recent Insight

for abridged versions of our weekly Signal.

Access Recent Insights

to read our recent insights around our key themes and pressing global issues

Events

We host regular roundtables for our clients – virtual and in-person – covering our key questions for the year and their implications for business leaders.

Our latest Gatehouse Club webinar brought together a panel of experts to explore the trajectory of Economic Warfare and how executive teams should be responding to these new realities.

What we looked at in 2024

What will be the effect of compounding crises?

What kinetic or non-kinetic confrontation is likely in 2024 and beyond that would significantly amplify and compound existing disruption to trade, supply chains and government positioning?
What scenarios should businesses and investors consider when stress-testing strategies?

What tectonic shifts will change how the world works?

What is the outlook for big shifts in how the global system ‘works’ – are we seeing a path towards deinstitutionalisation and a return to pragmatism and fluid alliances?
How will states start to behave differently and how should businesses and investors approach navigating this uncertainty?

What will the new geopolitical chess board look like?

What will the bumper election year and the potentially new cast of characters mean?
What will fundamentally shift and what stays the same?
What role will ‘Middle Powers’ play?
How should businesses and investors think of themselves as geopolitical actors?