Has geopolitical denialism run its course?

Welcome back to the FTSE Russell Convenes ‘geopolitical’ series. Tina Fordham, Founder of Fordham Global Foresight, returns to explore how the current constellation of risks interact with markets.

Tina reflects on 2025 and reveals the key signposts shaping the 2026 risk map—from U.S mid-terms to Hungary's upcoming elections. She also explains how geopolitical risk will impact businesses and shares the word she believes best captures the year ahead.

• (00:00:00) - Looking back at 2025
• (00:03:00) - Shifting geopolitical risks in 2026
• (00:06:10) - Structural change: How companies are navigating risk
• (00:08:03) - Has geopolitical denialism run its course?

“Real estate touches all the big evolutions we see in society”. Listen as David Sol, Global Head of Policy, FTSE Russell, and Dominique Moerenhout, CEO of the European Real Estate Association (EPRA) discuss how mega trends such as specialisation, scale, consolidation, sustainability and innovation affect the real estate market.

In this episode, Indrani De, FTSE Russell and Ed Tom, Cboe, present new research they have co-authored that explores how options on public equity can be used to manage private equity risk. Their findings reveal surprising similarities between private and public markets once smoothing techniques are applied—and how options strategies can be a good hedge of private equity risk exposures, using both tactical and systematic hedges.