Geopolitical tensions are reshaping the investment landscape. The recent escalation in international relations suggests Washington is adopting a more assertive foreign policy stance, departing from decades of post-Cold War consensus.

For portfolio managers, this pivot carries real implications. Traditional defense sector plays have been the go-to hedge, but analysts point out the game has changed—there's now substantial room for investors to look beyond conventional defense contractors and explore emerging opportunities in broader market segments. The key takeaway: when global power dynamics shift this dramatically, returns don't flow to just one corner of the market. Smart investors are already positioning across multiple vectors, not waiting for consensus to catch up.