Winners in a multipolar world
The world exited a 30-year post Cold War period when the United States was the only clear global superpower in a largely unipolar world. Today, we are confronted instead with an emerging multipolar world, where a number of countries vie for global political and strategic leadership.
Replacing relative global stability is a period of greater geopolitical instability and uncertainty. The pendulum has swung towards nationalist and near-shoring trends, away from free markets and globalisation. Security of strategic resources is the new imperative. Pockets of raw material and worker scarcity have emerged from a prior environment of abundance of manpower, raw materials and energy. We look to identify emerging trends, sectors and countries that stand to benefit in this new multipolar world.