December 2021

Surprise – The Shape Of The War To Come With China

container launched  missiles

Today, we live in a world on the cusp of a new era of potential peer-to-peer conflicts; with Russia over Ukraine, Iran as it attempts to deploy nuclear weapons and, most concurrently, with China. Everyone is by now aware of this increasing risk and should be placing huge pressure on our Western governments to increase defence expenditure to secure the peace. Every fund manager should be aware of the unfolding risks and scenarios and have them factored into their decision-making processes.