The global elite at Davos are facing a 'rupture' rather than a transition, as American leadership shifts from stabilizing the world order to actively disrupting it. With the US increasingly using trade and financial infrastructure as weapons of coercion, middle powers like Canada and the EU are being forced into a strategic corner. This briefing explores why the traditional global operating system is failing and what the move toward a nationalist, fragmented economy means for your portfolio.

The African venture landscape is shifting from aid-based initiatives to a high-octane commercial hunt for the next digital giants. While global capital retreats to safe havens, local experts are doubling down on infrastructure-first models that solve fundamental problems in payments, identity, and logistics. The real opportunity lies in navigating the volatility of emerging hubs like Egypt and the DRC to capture a market that will soon represent 40% of the global population.