Markets like certainty. Geopolitics offers anything but. This episode explores why investors might be getting geopolitical risk wrong, how a shifting world order is changing markets, and what a more adaptive approach to risk could look like.
Power shifts, strategic rivalry and the breakdown of the global rules‑based order are reshaping markets in ways that traditional risk frameworks struggle to capture. In this episode of Investing for Tomorrow, Louisa Minter‑Kemp speaks with Alastair Irvine of Jupiter Asset Management about why geopolitics is so hard to price, how recent shocks exposed collective blind spots, and why investors need to think differently about uncertainty.
Drawing on decades of experience, the conversation explores mispricing, volatility and the case for a more adaptive, systems‑led approach to risk, what the Thinking Ahead Institute calls Risk 2.0, focused on resilience, long‑term thinking and understanding the world through the eyes of key protagonists.
Investment Director, Independent Funds team, Jupiter
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