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In the July episode of the Navigator, Tina Fordham takes stock of the global landscape at Midyear, assessing the outlook for conflict resolution in Iran and Ukraine and trade relations between China and the EU and ahead of  USMCA negotiations, concluding with a snapshot of US public opinion as  America celebrates 250 years since the […]

Geostrategist Tina Fordham takes stock of the geopolitical factors that might move financial markets, including prospects for conflict resolution and key trade and key diplomatic developments.  

Geostrategist Tina Fordham explores the consequences of fast-changing global power dynamics with shifting alliances, control of chokepoints, and the battle for strategic resources. How should investors make sense of the ensuing geopolitical butterfly effects?  

As the Iran war closes critical energy chokepoints and trade wars reignite, our panel of top geostrategy experts reveals how the geopolitics butterfly effect is reshaping global markets.  

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 beyond, and how the geopolitical butterfly effect keeps gaining momentum.  

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 and EU-US relations.  

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