Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky
Tue Jan 27 2026
Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky
Hosted by Sam Gyimah
In this episode of The Geopolitics of Business, Dr Helen Belopolsky, Head of Geopolitical Research at Deutsche Bank, explores how the collapse of the rules-based order is reshaping markets, investment strategy and corporate decision-making. Drawing on her experience across government, national security, military operations and global finance, Helen explains why geopolitics can no longer be treated as background noise, and why boards must build real strategic capability to operate in a permanently unstable world.
She discusses the transition from globalisation to systemic geopolitical competition, the expansion of what she calls the “geopolitics of everything”, and why technology, data, defence, trade routes and supply chains have become core arenas of strategic rivalry. Helen also examines the risks and opportunities facing Europe, the future of AI and data sovereignty, the politicisation of critical minerals, and why adaptation to the current landscape — rather than navigating through it — is now the central task for leaders, investors and institutions.
Host: Sam Gyimah, Founder and CEO of SG& Capital Partners
Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd.
Music composed by: Sophie Sirota
For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com.
You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter.
Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&.
Hosted on Acast. See acast.com/privacy for more information.
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Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky Hosted by Sam Gyimah In this episode of The Geopolitics of Business, Dr Helen Belopolsky, Head of Geopolitical Research at Deutsche Bank, explores how the collapse of the rules-based order is reshaping markets, investment strategy and corporate decision-making. Drawing on her experience across government, national security, military operations and global finance, Helen explains why geopolitics can no longer be treated as background noise, and why boards must build real strategic capability to operate in a permanently unstable world. She discusses the transition from globalisation to systemic geopolitical competition, the expansion of what she calls the “geopolitics of everything”, and why technology, data, defence, trade routes and supply chains have become core arenas of strategic rivalry. Helen also examines the risks and opportunities facing Europe, the future of AI and data sovereignty, the politicisation of critical minerals, and why adaptation to the current landscape — rather than navigating through it — is now the central task for leaders, investors and institutions. Host: Sam Gyimah, Founder and CEO of SG& Capital Partners Producers: Clare Williamson and Duncan Williamson for TGOB Media Ltd in partnership with SG& Capital Partners Ltd. Music composed by: Sophie Sirota For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com. You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. Hosted on Acast. See acast.com/privacy for more information.