Geopolitical disruption is no longer an occasional shock — it is becoming a permanent feature of the business landscape. From fractured supply chains and energy insecurity to infrastructure constraints and technological concentration, leaders are being forced to rethink how they plan, invest and build resilience.
In this episode of the Monocle Banking Podcast, Michael Avery speaks with Claudio Campanini, Kearney’s Middle East and Africa regional chair, and Prashaen Reddy, partner at Kearney, about why traditional forecasting is giving way to scenario-based planning. They explore how geopolitical risk is reshaping capital allocation, infrastructure and supply chains, what South Africa could learn from the Middle East’s approach to resilience and diversification, and why boards need to build greater agility into their organisations to navigate an increasingly unpredictable global environment.