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Global coverage

Six regions. The themes that connect them.

Regional depth matters, but the defining risks of this decade cross borders. We analyse both.

01

Europe

European Union policy making and regulation, national elections and coalition politics, energy security, defence and the evolving relationship between Europe and its neighbours.

EU regulationEnergy securityDefenceElections
02

Middle East and North Africa

Regional security and rivalries, energy markets and producer policy, economic diversification programmes, and the stability of states under economic and demographic pressure.

Energy policyDiversificationRegional securityMaritime routes
03

Sub-Saharan Africa

Natural resource governance, sovereign debt and reform programmes, electoral politics, insurgency and security, and the growing competition among external powers for partnerships.

Mining policySovereign debtElectionsSecurity
04

South and Central Asia

Large and fast-growing markets, regulatory reform, regional connectivity and trade corridors, water and energy security, and fragile security environments.

Market reformConnectivityWater and energySecurity
05

East Asia and the Pacific

Strategic competition among major powers, technology and export controls, supply chain realignment, maritime security, and the domestic politics of the region's largest economies.

Technology controlsSupply chainsMaritime securityTrade
06

The Americas

Trade, tariff and industrial policy, elections and policy volatility, commodities and resource nationalism, and regulatory change across North America and Latin America.

Trade policyElectionsCommoditiesRegulation
Cross-cutting themes

What connects the map.

Our thematic research tracks the forces that travel between regions and shape exposures everywhere.

  • Sanctions and export controlsDesignations, enforcement trends and the widening use of economic statecraft.
  • Energy security and transitionSupply, pricing and policy for hydrocarbons, power and low-carbon technologies.
  • Critical mineralsResource nationalism, processing concentration and supply agreements.
  • Elections and political transitionsElectoral outcomes, coalition dynamics and policy continuity.
  • Sovereign debt and macro stabilityFiscal pressure, restructurings and the politics of adjustment.
  • Technology and data governanceSemiconductors, data localisation, AI regulation and digital trade.
  • Climate and adaptation policyCarbon pricing, disclosure rules and the physical risk agenda.
  • Conflict and securityInterstate tension, insurgency and their effect on people, assets and routes.

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