About this Webinar
In the light of actual and potential applications from Venezuela to Greenland, what are the implications for investors and companies exposed to the Americas?
In the opening weeks of 2026, President Trump has started revealing the practical import of his “corollary to the Monroe Doctrine” that formed part of the new US National Security Strategy unveiled in December 2025. After the military operation capturing the Venezuelan president and the declared intention to “own” Greenland, further applications of this doctrine are possible in Mexico, Colombia, Panama and Cuba – and perhaps elsewhere in the Western Hemisphere. The stated national security rationale cites a range of threats – military, migration, narcotics supply: but the goal of US pre-eminence in the Western Hemisphere also has an economic dimension focused mainly on Latin America’s deepening trade, investment and technology ties with China.
This webinar on the outlook and risks in the various actual and potential theatres of “Donroe Doctrine” action will be hosted by Christopher Granville and Grace Fan, the lead analysts on these themes at TS Lombard, the macroeconomics and geopolitics research unit within GlobalData.
Speakers
Christopher Granville
Christopher was a co-founder of what became the Emerging Markets unit of the macro research firm TS Lombard, which in 2022 became part of GlobalData. His EM experience was forged in Russia, where, from the 1990s onwards, he was a British diplomat and then an analyst working in Moscow-based investment banks, earning top strategist and political analyst rankings in broker surveys. At TS Lombard, Christopher has integrated broad geopolitical risk analysis into the firm’s macroeconomic and market strategy research.
He is a regular commentator on political drivers for economies and financial markets in broadcast media and leading op-ed columns. He graduated from Oxford University, where he was also a Fellow of All Souls College.
Grace Fan
Grace specializes in policy on cross-sector linkages at the fulcrum of geopolitical and political risks: from AI/chips, energy, industrial policy and critical minerals to the weaponization of these chokepoints in the tech and trade wars. As part of her portfolio of disruptive themes at TS Lombard, her recent research has spanned tariffs, populism, AI realpolitik, rearmament and the energy transition which she complements with broad sector expertise on the digital economy, oil & gas, renewables, the bioeconomy and global trade. She has two decades of on-the-ground experience across emerging markets (including Brazil, China, Mexico, Argentina) both in and out of global financial capitals. Prior to picking up the baton on Global Policy and Disruptive Themes, she led Latin America research at TS Lombard. In an earlier period, she worked as an emerging markets journalist with articles in The New York Times, The Wall Street Journal, The Asian Wall Street Journal, Barron's and Dow Jones Newswires among other publications. She is a graduate of Harvard University and has an MBA from Brazil’s Getulio Vargas Foundation.
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