In this episode of Money, Markets and Masterminds, we sit down with Adrian Saville, Gibs professor and investment strategist, for the latest instalment of our underlying Long Game series. He argues that we have entered an age of fracture, where political upheaval, shifting economic gravity, military realignment and rising cultural influence are reshaping the global landscape all at once.
From China’s new leadership and the eastward drift of economic power to the scramble for rare resources, the sidelining of climate risks and the coming leap in quantum computing, Adrian maps out the forces that will define the world investors must navigate next. He also explains why forecasting is a fool’s errand, and why the smartest investors focus instead on the constants that never change.
If you want to understand the world your portfolios are about to inherit, this conversation is essential.