Category: Defense & Tech Autonomy

Chinese President Xi Jinping delivering a video address to the UN General Assembly in 2025, highlighting China’s climate pledge.

The past 24 hours have delivered several high-impact headlines across geopolitics, climate, domestic unrest, and grand strategy. We give a curated review of what matters — with implications for how each event connects to our four global scenarios and six core investment themes.

Global rearmament and semiconductor sovereignty driving the rise of the defense tech economy in 2025.

From fighter jets to semiconductors, governments worldwide are investing heavily in security and autonomy — creating a new economic sector that investors cannot ignore.