7th July 2026
Why sovereignty is reshaping investing in a fragmented world
Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
We are no longer simply investing in a world defined by uncertainty. We are investing in a world increasingly shaped by sovereignty.
A year ago, I described a ‘shadow world’ in which predictability had broken down, where geopolitics had become more personalised, more volatile and harder to interpret.
That diagnosis still holds. But looking back over the past 12 months — and reflecting on discussions at this year’s Aberdeen Global Investment Forum [1] — I believe we were only describing the symptoms.
The deeper shift now underway is more structural. Nations are no longer just reacting to instability. They are seeking to regain control — over their economies, their technologies and their security. For investors, this marks a profound change.
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