Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky

Resilience Over Efficiency. Investing in a Fragmented World: Dr Helen Belopolsky

Author: SG& Capital Partners January 27, 2026 Duration: 43:06

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&. 


 


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Behind every major market shift or investment thesis, there is often a political decision made in a distant capital. The Geopolitics of Business explores that critical intersection, moving beyond headlines to understand how power, policy, and profit collide. Host Sam Gyimah brings a rare perspective to these conversations, having operated at the highest levels in both finance and government as a former Wall Street financier and British Minister. Now leading the advisory firm SG& Capital Partners, he engages in direct, unfiltered dialogues with the global investors, corporate leaders, and policymakers who are directly shaping-and responding to-the world’s economic landscape. Each episode feels like a privileged briefing, unpacking the real-world consequences of geopolitical strategies on supply chains, capital allocation, and long-term business viability. This isn’t about abstract theory; it’s a practical examination of risk and opportunity, guided by those with firsthand experience. For anyone navigating today’s complex crosscurrents where a regulatory change or a trade agreement can redefine an entire industry, this podcast provides essential context and candid insight you won’t find elsewhere. Tune in for a masterclass in strategic thinking at the highest level.
Author: Language: English Episodes: 24

The Geopolitics of Business
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