Investors should read that line as a declaration of strategy. Britain is attempting to monetize the coming era of geopolitical fragmentation. US President Donald Trump’s tariff threats following Canada’s recent outreach to China underscore how quickly economic diplomacy can turn into economic warfare. Starmer is moving in the opposite direction, signaling commercial pragmatism in a world where ideology is hardening into policy. Between those forces lies a lucrative space for capital, and London wants to own it.
Globalization has not ended; it’s splintered. Trade, tech and capital now move through competing political channels. Governments are shaping supply chains, currencies are responding to diplomatic signals, and investors are forced to “price politics” with the same intensity as earnings and inflation.
