Reflections and Insights

The report analyzes the profound shift in global order caused by conflicts in the Middle East and Ukraine, emphasizing a transition from U.S. hegemony toward regional resilience.

Key Takeaways

• 1.The perception of U.S. hegemony is shifting from 'invincible' to 'unreliable,' prompting global allies to seek greater resilience and independent alliances.
• 2.Resilience will be a dominant investment theme for the next decade, focusing on securing supply chains and energy independence among like-minded nations.
• 3.Energy transition in net-importing countries is likely to accelerate due to supply shocks and price hikes caused by the Iranian conflict.

Table of Contents

• A BROADENING OF ALLIANCES
• RESILIENCE AS AN INVESTMENT THEME
• Endnotes

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