TwinFocus Insights

From Unipolar to Multipolar: The Investment Implications From Unipolar to Multipolar: The Investment Implications

From Unipolar to Multipolar: The Investment Implications While we cannot predict an… From Unipolar to Multipolar: The Investment Implications While we cannot predict an end date to the current conflict in the Middle East, we believe the actions of the US and its “friends” in this war thus far mark the break between the end of a unipolar world and the beginning of a multipolar one. Executive Summary The Macro Shift: The unipolar framework, the 70-year “security-for-loyalty bargain” between the US and the rest of the world, has been undergoing a structural de-rating marked by a long slow simmer of discontent. The Catalyst: We view Operation Epic Fury and the 2026 Hormuz Crisis as the rupture point, confirming that the oft-forecasted multipolar world is finally here. The “Dead Cat Bounce”: Do not mistake the dollar’s recent two-week spike for a return to US exceptionalism. We see this as mechanical reflex of the... Read More