What is small world?
In these notes, I write on the global economic, geopolitical, and economic policy dynamics that matter for firms, investors, and governments. These notes draw on analysis prepared for clients of Landfall Strategy Group.
Through Landfall Strategy Group, I advise firms and investors on how to understand and position for the emerging global economic and geopolitical context.
The global system is transitioning from a post-WWII set of global arrangements and also from post-Cold War policies and norms around economic policy and globalisation. This structural shift from the market state to state capitalism has been underway for over a decade, and the pace of change is accelerating. This will reshape trade and capital flows, monetary and fiscal policy, economic structure and dynamics, and more.
This regime change will a first-order driver of commercial and financial returns over the next decade and beyond. Periods of regime change generate substantial new opportunities, as well as risks and challenges, leading to a broader distribution of returns.
We add value to our clients by providing distinctive advice on understanding and positioning for regime change: providing non-consensus insights on the implications of structural economic, policy, and geopolitical dynamics; converting this into actionable advice; and with a track-record of being consistently ahead of the curve on important issues.
This structural analysis of the regime change underway provides a distinctive basis for anticipating economic and geopolitical developments, and to identify material exposures and implications. This allows firms and investors to make better strategic decisions with greater confidence.
Contact: david.skilling@landfallstrategy.com or visit www.landfallstrategy.com if you would like to discuss these client services.
I have decades of experience working with firms, investors, and governments around the world, from the Asia Pacific and the Middle East to Europe and the US. I have been based in Europe since 2019 after over a decade in Singapore, and was previously in New Zealand. You can also connect with me on LinkedIn.
