As the global order is reshaped by conflict, AI and economic fragmentation, where should investors be looking? 

In this episode, Sir Robin Niblett and Brown Advisory's Kif Hancock explore the forces redefining geopolitics and markets—from war in Ukraine and the Middle East to China's evolving role and the disruptive impact of artificial intelligence. They discuss why uncertainty has become the defining feature of today's investment landscape, and where resilience and opportunity may emerge in a world searching for a new equilibrium.

 

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Guests

robin niblett

Sir Robin Niblett

Distinguished Fellow, Chatham House

kif hancock

Christopher “Kif” Hancock

CIO International, Brown Advisory

 

Moderator

james harding

James Harding

Editor-in-Chief, The Observer