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👉 The summer read to step back and find the right priorities in a world caught in a blizzard.
A blocked Strait of Hormuz, oil prices spiking toward $150-200 a barrel, record-breaking heat waves, supply chains grinding to a halt: Half 1 2026 has been playing out, almost day by day, the geopolitical and climate fragmentation this report anticipated. Our updated guide identifies 6 concrete levers for investing without missteps in a decade where uncertainty has become the norm.
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