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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The Geopolitics of Business moves beyond the headlines to examine how power, policy, and capital intersect in real time. Host Sam Gyimah brings a rare perspective to these conversations, shaped by his own journey from Wall Street finance and entrepreneurship to serving as a British Government Minister, and now leading the advisory and investment firm SG& Capital Partners. This background allows for unusually direct dialogue. Each episode features the individuals-global investors, sitting CEOs, and policymakers-who are directly navigating the consequences of major political decisions, from trade wars and sanctions to energy transitions and regulatory shifts. The discussions are frank and grounded in practical reality, focusing on the tangible impacts these forces have on strategy, risk, and opportunity. It’s a necessary listen for anyone who understands that today’s investment thesis or business plan is incomplete without a clear reading of the geopolitical landscape. This podcast doesn’t just analyze the news; it delves into the intentions and calculations behind it, offering a crucial layer of insight for decision-makers. You’ll hear firsthand accounts and strategic forecasts that connect the dots between the stateroom and the boardroom, providing a substantive look at the forces reshaping markets and industries.
Author: Language: English Episodes: 29

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