Capital in Transition is built on a simple premise: the world is entering a historic moment of change. One global hegemon is in decline, but it is not yet clear which power—or coalition—will take the lead. This uncertainty defines the decade ahead. How do we invest in a changing world order?
Our mission is to help investors navigate this transition. We explore the politics, economics, and power shifts shaping the new global order. By understanding the forces at work, investors can better protect their capital and identify opportunities.
What we do
- Develop global scenarios with a 10-year horizon, looking to 2035.
- Track signals in current affairs that may confirm or challenge these scenarios.
- Maintain a set of core investment hypotheses that link today’s events to tomorrow’s outcomes.
We combine historical perspective with forward-looking analysis. Empires rise and fall, but the patterns of transition often rhyme. By studying the past and present together, we bring clarity to a world that can seem chaotic.
We write in a professional yet accessible voice, guiding readers to discover insights without heavy-handed opinion. Every post is crafted as a story—introducing the elements, building the plot, and leading to understanding.
Why this matters
For investors, geopolitics is no longer background noise. It is the driver of markets, commodities, currencies, and technology. Understanding these dynamics is essential to preserving and growing capital in a changing world order.
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Capital in Transition – Investing in a rapidly changing world order