About Capital in Transition
We are living through the decline of one global hegemon and the uncertain rise of another. Our blog at Capital in Transition explores how shifting power, economics, and geopolitics are reshaping the world.
This publication helps investors protect their capital and find opportunity amid disruption. We combine scenario thinking, historical perspective, and investment theses to navigate the decade ahead.
What you’ll find on Capital in Transition
clear analysis of global political and economic transitions,
scenarios that frame possible futures through 2035,
investment theses linked to defense, technology, energy, resources, and currency shifts, and
timely reflections on news events in the context of these scenarios
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