In a previous post, Milo argued that strategic thinking should begin at the level of Geostrategy (See Start with Geostrategy or call it tactics). Geostrategy looks at how geopolitical factors inform, constrain, and affect business over the long term. For convenience, you can place these geopolitical drivers into four categories that interact, evolve and change over time: Demographics, Geography, Technology, and Culture. It is “climate change” at the level of these geopolitical drivers– and especially the interaction among them – that create the economic and political “weather” of your firm. These are often same forces that fund managers harness to generate “alpha” for their funds. It is at their level that true strategy begins. In this post, we’ll look at the first one, Demographics.
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