Since the 1990s, globalization has been the dominant thesis: capital, goods, and data flowing frictionlessly across borders. But in 2025, investors aren’t so sure. Supply chain shocks, nationalist policies, war, and a global pandemic have flipped the script.

That’s the critical question more investors are asking as inflation, geopolitical risk, and sovereign debt converge in 2025. A globally diversified portfolio isn't just about where you invest—it’s about how you manage currency exposure.

They're on the shortlists of allocators chasing alpha. In an era where the U.S. 10-year hovers around 4.3%, Europe flirts with stagnation, and China’s post-COVID recovery feels like a soap opera, frontier markets—once footnotes in global macro—are now frontlines for yield hunters. But are they delivering risk-adjusted returns? Or just shiny volatility? Let’s dig in. 🧐

In 2025, the battle for investment alpha is no longer limited to outperforming indexes or beating inflation. The smarter game being played is in jurisdictional strategy - specifically, where a fund is structured and how it is taxed. With the OECD’s global minimum tax coming into effect, fund managers are racing to restructure their vehicles across more strategically advantageous domiciles.

Why Global Cooperation Matters More Than Ever The COVID-19 pandemic underscored a critical truth: in our interconnected world, health threats transcend borders. With international travel, global supply chains, and digital communication, a virus emerging in one region can swiftly impact the entire globe. Emergency responders remain prepared to provide assistance as they monitor a public event at a plaza, ensuring safety and adherence to health protocols.

Artificial Intelligence has transcended academic circles and startup incubators, emerging as a pivotal force in geopolitics, economics, and ethics. As AI integrates into sectors ranging from defense to finance, the imperative question arises: Who governs AI, and under what principles?

According to Freedom House, most Southeast Asian nations are ranked “Partly Free” or “Not Free.” Only Timor-Leste and Indonesia qualify as electoral democracies by conventional standards. Yet democracy in Southeast Asia doesn’t always follow Western templates. In many places, it’s being reinvented through digital means, civil disobedience, and coalition politics, even under repressive regimes.

As someone who invests globally and tracks socio-political risks across the U.S., Europe, and Asia, I've learned to never underestimate the power of the digital crowd.

From climate strategy and supply chains to digital regulation and tech dominance, the United States continues to define the contours of global leadership.

The debate over healthcare policy in the United States remains one of the most enduring and passionately contested topics in American politics and economics

In the 21st century, the traditional domains of warfare – land, sea, and air – have been joined by a new, invisible battlefield:...

The intricate and often fraught relationship between the United States and China remains a critical focal point of the global economic and political landscape. While periods of apparent calm may emerge, the underlying tensions surrounding trade, technology, and geopolitical influence continue to shape interactions between the world's two largest economies.