Practice Areas
Geopolitical Risk & Market Strategy
VAG helps global investors navigate complex geopolitical events—from elections to sanctions regimes—and assess their market impacts. Our region-specific briefings and scenario modeling support timely, high-confidence positioning.
V.A.G provides its clients with a balanced and comprehensive understanding of global dynamics and risks and how to navigate them.
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Leveraging the distinctive backgrounds of its expert team, V.A.G operates in the following practice areas:
Regulatory & Policy Foresight
We track emerging cross-border regulations, capital flow controls, and national security policies that may affect portfolio exposure—especially in the U.S., EU, and key frontier markets.
China & Indo-Pacific Dynamics
From semiconductor decoupling to security alliances, the Indo-Pacific is reshaping the global economic order. VAG helps clients interpret power shifts, supply chain reconfigurations, and Taiwan-related risks in real time.
Resource Security & Strategic Commodities
Critical minerals, energy corridors, and trade chokepoints are increasingly subject to state influence. We map these dynamics to support commodity trades, macro strategies, and country allocations.
Technology Sovereignty & Investment Risk
As governments redefine acceptable investment boundaries in AI, quantum, and dual-use tech, we help funds decode national policy shifts and tech-based strategic competition.
Crisis Monitoring & Portfolio Risk Overlay
Through event-driven tracking and customized alerts, we help portfolio managers stay ahead of fast-breaking developments—from military buildups to political resignations—providing insight, not noise.
Emerging Markets Political Outlooks
From Latin America to Eastern Europe to Sub-Saharan Africa, we provide horizon scans and regime risk assessments to support frontier market exposure and capital allocation strategies.