Insights
The 麻豆视频 Center for Geopolitics is a resource for clients seeking timely analysis and insights on the top global trends. Access to the Center鈥檚 content library and offerings will be facilitated through bankers or other client advisors and available through events, webinars, calls, in-person small groups, and one-on-one conversations.
World Rewired: Navigating a Multi-Speed, Multipolar Order
This report, co-authored with the Tony Blair Institute for Global Change, makes the case that the world isn鈥檛 breaking鈥攊t鈥檚 being rewired. Trade, tech, security, and energy are decoupling into multi-speed systems; institutions can鈥檛 keep up; and middle powers are hedging until they can鈥檛. U.S.鈥揅hina competition is now the ceiling on flexibility.
Winners in the Whirlwind: Ten Geo-Economic Success Stories of 2025
As global volatility reshapes economic patterns, understanding where new momentum is forming has never mattered more. In this report, we examine ten countries that turned a turbulent year into opportunity.
Geopolitical market impacts and investment perspectives for 2026
Looking to the future, the question is not whether the world will remain unsettled鈥攊t will鈥攂ut what kind of inflection point it becomes. For a sense of where things are going, check out this discussion between Derek Chollet and David Kelly, the Chief Global Strategist for J.P Morgan Asset Management.
Working to Win: Rebuilding America's Workforce for an Age of Geopolitical Competition
America鈥檚 security challenges are often framed in terms of equipment and investment鈥攕trained defense production lines, efforts to re-shore critical supply chains, and intensifying competition over cutting-edge technologies. Yet underpinning these issues is a more basic limitation: the U.S. does not have enough skilled workers. This paper examines potential solutions to help address this talent shortage.
The Geopolitics of AI: Decoding the New Global Operating System
Artificial intelligence is likely to be the most consequential technological development of the 21st century鈥攁nd is rapidly becoming the operating system of global competition. Nations are racing to secure the foundations of AI power: chips, energy, data, talent, and defense integration.
Power Rewired: The New Map of Energy and Geopolitics
With skyrocketing demand driven by artificial intelligence, energy risks and opportunities are foremost on the minds of many global business leaders today. This report spotlights the major forces reshaping the landscape: the paradigm shift from barrels and pipelines to minerals, grids, and technologies that will power the 21st century.
America鈥檚 Trade Policy
The U.S. is undertaking the most significant shift in international trade in nearly a century, forcing investors to reassess core assumptions. With the news coming at a dizzying pace, this explainer shows how we got here, what matters most, and what this means for the future.
A New Middle East Chessboard
Old alliances are fraying. New ones are forming. Regional players are asserting themselves, while global powers reposition. The Middle East is no longer a fixed board鈥攊t鈥檚 an open game where wildcards and big plays can be increasingly decisive.
Military Rearmament and the Defense Industrial Base
A worldwide military build-up is underway and is transforming geopolitics--and the U.S. industrial base is straining to keep pace. This analysis examines the gaps, chokepoints, and strategic dilemmas facing America鈥檚 arsenal as it prepares for a more contested and fractured world.
The Russia-Ukraine Endgame and the Future of Europe
Grappling with calls for 鈥渟trategic autonomy鈥 and the long shadow of the Russia-Ukraine war, Europe is at a crossroads. The choices made in the coming months鈥攐n security, integration, and economics鈥攚ill define the continent鈥檚 geopolitical role and whether the pre-World War II world order is past or precedent.