Geopolitics meets the markets

Every capital decision is a political decision wearing a suit.

We give sovereigns and institutions the read at the point where geopolitics meets the markets.

A financing decision rarely turns on the model alone. It turns on the politics around it - the counterparty, the jurisdiction, the regime, the sanction not yet imposed, the war not yet declared. Through our strategic analysis practice we provide the assessment a serious capital decision actually depends on.

What we provide

Country and counterparty risk
Scenario and contingency analysis
Sanctions and regime exposure
The strategic context behind a financing or a counterparty - written for a decision, not for the shelf

The line we hold

We provide analysis and judgement. We are not a licensed investment adviser and our assessments are not investment advice or a recommendation to deal in any security.

Who retains us

Sovereigns, funds and boards committing capital across borders, where being wrong is expensive and being early is everything.

Every capital decision is a political decision wearing a suit.

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