In this episode of the Navigator, we assess the outlook for the second quarter of 2026, including conflict resolution in Iran and Russia-Ukraine, our key political signpost, the Hungarian election, which will have an outsized impact on the EU and beyon…

During our April FGF Senior Team webcast, we assessed the Iran War ceasefire and the prospects for renewed hostilities, Iran’s newfound leverage over the Strait of Hormuz, the energy shock now rippling through global supply chains, the deepening transatlantic rupture, and what it all means for risk assets, European defence posture, and the US midterm […]

During our FGF Senior Team webcast, we assessed the war in Iran — examining the prospects for regime survival, the paralysis of the Strait of Hormuz, the stagflationary shock rippling through global supply chains, and what it all means for risk assets …

Geostrategist Tina Fordham explores the geopolitical butterfly effect unfolding after the escalation in the Middle East, the SCOTUS tariff ruling, and transatlantic rupture. How can investors make sense of these geopolitical whirlwinds?
 

On the fourth anniversary of Russia’s full-scale invasion of Ukraine, I sat down with Rachel Ziemba of Ziemba Insights — one of the sharpest minds on sanctions, energy markets, and economic statecraft — for a special FGF fireside chat. We had an ambitious agenda: the outlook for the war and sanctions relief, the Supreme Court’s […]

During our FGF Senior Team webcast, we touched on the future of the Fed, the outlook for US Midterms (and democracy); digital sovereignty; EU trade and liberalisation prospects, Japanese elections and where the Epstein scandal might lead, including the implications for revisiting US exposures and dependencies as well as sentiment toward precious metals, software and […]

Geostrategist Tina Fordham charts the wave of activity as middle powers race to build strategic autonomy. What are the investment implications when geopolitics becomes a source of both headwinds and tailwinds?
 

Geostrategist Tina Fordham examines how the US extraction operation in Venezuela changes the geostrategic calculus for 2026. From muted market reactions to implications for China, Russia and Iran, this episode of the Navigator charts how raw power is r…

Geostrategist Tina Fordham explains why she’s a “Pragmatic Optimist” about the outlook for 2026 in the final Navigator episode for 2025, sharing the key signposts and leaders to watch, plus her Word of the Year for 2026.
 

In this clip, the FGF Senior Team share their Geostrategy word of the year as part of their 2026 Geostrategy Outlook. During the session, the team also shared their key signposts, leaders to watch, wild cards and silver linings and upside potential for 2026, concluding with our Bull, Bear and Base case scenarios for the […]