A multipolar world is one in which several centers of power set different rules, instead of a single superpower guaranteeing one order. For an investor, the practical meaning is that assumptions that were safe in past decades are no longer self-evident.
Three changes an Israeli investor should factor in:
- Political diversification, not only geographic diversification. The question is not just "which country" but "which bloc does it belong to, and what happens to it in a crisis between blocs".
- Shorter supply chains. Production is moving to friendly countries, which changes demand for industry, logistics and land.
- Assets whose value is set politically. Ports, energy, data centers and rare metals are priced more by alliances and less by supply and demand.
For Israel this is a risk and an opportunity at the same time. It is tied to the West in security and capital, but it sits physically at the junction of Asia, Europe and the Gulf.
This is the central theme of Dr. Bella Barda-Bareket's work, in her columns in the financial press and in her forthcoming book "Invest Like Trump: Power, Money and Geopolitics in the World of Investing".