Research, analysis, and strategic foresight.
Featured reports, country studies, and briefings from our analysts and senior fellows.
Navigating Fragmented Security and Industrial Realignment Across Europe in 2026
As Europe confronts heightened transatlantic unpredictability and deep structural competitiveness challenges in 2026, institutional leaders must navigate a rapid defense expansion alongside strict fiscal realities. This research briefing outlines key geopolitical risk factors, energy security dynamics, and regulatory shifts shaping European corporate strategy and capital allocation.
Navigating the New Indo-Pacific Order: Strategic Bifurcation, Supply Chain Realignment, and Corporate Resilience in Asia
Asia in 2026 is defined by a mature state of structured competition between the U.S. and China, driving supply chain diversification, defense integration, and regulatory divergence. As middle powers navigate this bifurcation, corporate leaders must balance capital allocation across high-growth markets like India and Southeast Asia while hardening operational resilience against kinetic and cyber risks.
Navigating Africa's Structural Shift: Geoeconomic Realignment, Industrialization, and Market Integration in 2026
In 2026, African economies are navigating a structural transition marked by sovereign debt stabilization, aggressive resource nationalism, and deepening trade integration under the AfCFTA. While security fragmentation in the Sahel and currency volatility present operational risks, expanding digital infrastructure and multi-aligned foreign investment offer strategic opportunities for institutional capital.
The Second Scramble: Religious Fundamentalism, the Global South, and the Quiet Contest for the Twenty-First-Century Soul
Why the fastest-growing force in the Global South's politics is not a party, a currency bloc, or an army - and why its rise cannot be understood without asking who benefits from it.
BRICS+ Expansion in 2025: Strategic Implications of Saudi Arabia, UAE, and Egypt Joining the Bloc
The formal accession of Saudi Arabia, the United Arab Emirates, Egypt, Iran and Ethiopia to BRICS in January 2024, followed by the bloc's 2025 Kazan-defined enlargement agenda, has reorganized the geometry of global economic diplomacy in ways that are only now becoming legible.
Mexico Overtakes China as Largest U.S. Trade Partner: Nearshoring Capital Flows Accelerate
Mexico's emergence as the United States' largest goods trading partner - confirmed by Census Bureau data for 2023 and consolidated through 2025 - marks the most significant restructuring of North American supply chains since the original NAFTA framework took effect in 1994.
Germany's 2025 Snap Election and the Return of CDU/CSU Under Friedrich Merz
The February 23, 2025 federal election ended the Scholz coalition, returned the CDU/CSU to government under Friedrich Merz, and produced a Bundestag in which a self-described radical-right party reached above 20 percent for the first time in postwar German history.
After the Gaza Ceasefire: Reconstruction Politics and the Abraham Accords Revival
The January 2025 phased ceasefire agreement between Israel and Hamas, mediated by Qatar, Egypt and the United States, opened a politically narrow but operationally significant window for Gaza reconstruction and a renegotiated regional security architecture.
ECOWAS After the Niger, Mali, Burkina Faso Withdrawal: The Sahel Confederation's First Year
The January 2024 announcement of withdrawal from ECOWAS by Mali, Burkina Faso and Niger, and the subsequent formalization of the Alliance of Sahel States as a confederation, has restructured West African security and trade architecture and accelerated French strategic disengagement.
Japan Under Sanae Takaichi: Defense Spending, Energy Security, and the Taiwan Strait
Sanae Takaichi's October 2025 elevation to the premiership made her Japan's first female prime minister and marked a meaningful shift in the LDP's center of gravity on security, energy and economic policy.
Nearshoring Hubs Compared: Mexico vs. Vietnam and Supply Chain Diversification Strategies in 2026
Mexico and Vietnam have emerged as the two dominant nearshoring and China+1 destinations of the current decade. This briefing compares them across labor demographics, trade-agreement coverage (USMCA vs CPTPP and EVFTA), logistics infrastructure, and the operational risks that decide where a specific supply chain should land.
AfCFTA at Five: Africa's Industrialization Bet, Debt Restructurings, and the 2026 Sahel Realignment
Five years after the African Continental Free Trade Area moved from ratification to operational trading, the continent's growth story is being rewritten by three simultaneous shifts: a serious industrialization push anchored in Morocco, Egypt, South Africa and Nigeria; a Common Framework debt-restructuring cycle nearing conclusion for Zambia, Ghana and Ethiopia; and a Sahel security realignment that has redrawn francophone West Africa's strategic map.
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