Demand for geopolitical analysis is rising, as asset managers and corporate investors seek guidance on the best way to price in risk from wars, territorial saber-rattling and global political risk. For investors, geopolitical risk used to be overshadowed by factors including economic data points and central bank decisions. Investors and consultancy firms say the rising need for geopolitical advice and analysis has prompted them to either ramp up their own in-house capabilities, seek more independent analysis or increase the advice to give clients. "This year, maybe even more so than any other year, we're focusing a lot more on geopolitical risks," he said. Heightened awareness of global risk is increasing the need for specialist geopolitical analysis firms, said Matt Gertken, chief geopolitical analyst at investment consulting firm BCA, who said his company was growing, without giving specifics.

Source: The Telegraph January 23, 2026 07:03 UTC