Geopolitics in 2025: Risks, opportunities, and deepening uncertainties
Right now, the geopolitical environment is as complex, unpredictable, and dangerous as it’s been in decades. This increasingly chaotic structural backdrop is almost certain to produce a mix of risks and opportunities throughout 2025, particularly as a new US administration applies its own policies to ongoing geopolitical challenges around the world.
Here’s a brief look at the key variables I’m monitoring this year, including what I think this unique geopolitical moment implies for the broader macro, policy, and investment backdrops.
US-China great power competition creates big questions
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