
In a world of flux, frameworks are diagnostic and post facto. Useful mental models but are hardly cut out for the world of turbulence with full of air pockets such as pandemics, tariffs, erasure of ESG, geopolitics stemming from wars, AI, dilution of democratic values. Where is the anticipatory work which harvests weak signals which leak through the noise.
ESG frameworks are diagnostic, and don’t capture forward looking risk, and are Eurocentric in nature which hardly accounts for the machinations of the frontier markets.
Will the real risk please stand up?