Archive · 23 Jan 2026
Geopolitical Analysis Demand Surges Amid Global Risks
Investors are increasingly seeking advice on geopolitical risks due to recent global events like the Ukraine war and U.S. tariff threats.
This demand has led to the creation of new teams and divisions within banks and consultancy firms.
The focus on geopolitical risks has shifted from being a secondary concern to a top priority for investors.
Firms like JPMorgan, Goldman Sachs, and Lazard have dedicated resources to provide this analysis.
The White House has responded by emphasizing policies that aim to put America First, attracting investments.
The demand for insights into regions like Venezuela has also surged, reflecting the growing interest in understanding global power dynamics.
Demand for geopolitical analysis is rising among investors due to global risks.
Recent events like the Ukraine war and U.S. tariff threats have heightened awareness of geopolitical risks.
Investors are focusing more on geopolitical risks, with some considering worst-case scenarios in their underwriting.
Consultancy firms and banks are expanding their geopolitical analysis teams to meet the growing demand.
The White House emphasizes policies that aim to put America First, attracting investments.
- Who
- Investors, asset managers, corporate investors, consultancy firms
- What
- Increased demand for geopolitical analysis due to global risks
- When
- Since 2022, with a significant rise in recent months
- Where
- Globally, with notable focus on the U.S., Russia, Ukraine, and Venezuela
- Why
- To price in risks from wars, tariffs, and political instability
- Key Geopolitical Events
- Russia's 2022 invasion of Ukraine, U.S. tariff threats, U.S. intervention in Venezuela
- Investor Focus Shift
- Geopolitical risk now a top priority for investors
- Increased Client Calls
- Spike in client calls for geopolitical analysis since 2022
- New In-house Capabilities
- Investors and firms ramping up geopolitical analysis teams
- Consultancy Firm Growth
- Signum Global Advisors boosted partners by 25%
- Investor Interest in Venezuela
- High demand for insights on Venezuela's shifting power dynamics
- White House Response
- President's policies aim to put America First, attracting investments