| EXPERT VIEW
CANADA – EAST, CANADA – QUEBEC
The 2028 reset window for global investment decisions
“For investors, the significance lies in recognising how heavily financial markets are shaped by uncertainty.”
Isabella Bertani, BERTANI
Isabella Bertani, FCPA, FCA Founder and Chief Client Strategist BERTANI
T he world will look different within two to three years, and investment decisions need to account for that reality. By the end of the decade, many of today’s political leaders will be leaving office, facing succession challenges, or governing with weaker mandates. Donald Trump will have left office by January 2029, closing a chapter in which American politics was defined by his influence. In Europe, Viktor Orbán’s recent electoral loss suggests the current cohort of strongman politicians may also be receding. Narendra Modi in India and Recep Tayyip Erdoğan in Turkey face growing uncertainty ahead of their next elections, while Xi Jinping, though entering a fourth term, may see the CCP begin positioning a successor for the term after 2028. Together, these shifts point to a generational transition in political leadership across many major powers, and the world is heading into a new global leadership era.
By 2028-2029, several conflicts that have defined the post-Covid era may also have found resolution. The Russia-Ukraine war could move towards a ceasefire, frozen conflict, or militarised settlement, even if a clean peace remains elusive. Conflicts involving Israel, Palestine, and Iran are also likely to reach some conclusion, whether or not the outcome is desirable. For investors, the significance lies in recognising how heavily financial markets are shaped by uncertainty.
New geographies of conflict
Isabella Bertani, FCPA, FCA is the Founder and Chief Client Strategist of BERTANI, a Toronto-based audit, tax, and advisory firm specialising in foreign direct investment (FDI). She has advised private and public companies on growth, investment, and cross-border business strategies for over 25 years.
A calmer geopolitical climate could produce a limited ‘post-war boom’, particularly across Europe and parts of the Middle East, with strong opportunities in reconstruction, power grids, nuclear energy, liquefied natural gas, defence, logistics, industrial parks, ports, rail, urban housing, and digital infrastructure. Emerging markets
+1 416 363 8404 isabella.bertani@bertaniglobal.com irglobal.com/advisor/isabella-bertani
irglobal | 7
6 | irglobal
Made with FlippingBook - Online magazine maker