On the changing nature of the Western democratic landscape

24.11.25

Dear Partners in Thought,

While being a gifted amateur on matters of political science, all the more when they touch the essence of domestic politics in the Western democratic world, it is hard not to notice both in the US and across Europe a real shift of the political landscape. Adults living in the second half of the 20th century would find it hard to relate to political forces opposing each other today at the electoral booth, in the streets and at the dinner tables. 

The world evolves as we see with Big Tech (and now, even more so, AI), bringing drastic changes that supporters explain is akin to previous industrial revolutions. It is a fact, even if a dauting one, all the more for those who will be AI-jobless while the mega-tech billionaires will keep thriving. It would appear that our political landscape has gradually changed too over recent decades. There is no more of the usual fight between the once traditional right and left as they have actually also changed in nature and the left-right terminology no longer fully applies. Today some would argue that the divide is more between pro-democracy parties and mild autocracy ones. Others would see the divide between traditional centrist parties against hard right parties, the old social democratic left having been marginalised (like Mitterrand’s once powerful Socialist Party in France) if not taking a hard but unsuccessful version of its former self. Polarisation has also become the word of the day. And it is clear that many voters increasingly dissatisfied by traditional democratic parties in power have shifted their votes to hard right ones that have also gradually and smartly moderated their stances when closer to power, looking at the rare but so far highly practical and effective Meloni example in Italy. 

It is clear that old right-wing parties like the Republican Party in the US under Trump have had to deal with a combination of White House autocratic leadership flavour with endless executive orders and retribution lawsuits against opponents, while experiencing an unexpected and odd left-wing protectionist shift against free trade that was a key historical tenet of the Grand Old Party. It is clear that Ronald Reagan and George H.W. Bush would be rather perplexed when looking at their own party today, even if many elected officials may gradually refocus on their core values as Trump’s poll rating keeps going down (35% post recent elections) – and they follow their natural job preservation mantra as already seen. The Democratic Party also went more left in a country where the word did not really exist, in order to accommodate at times the cultural and societal needs of its big urban centre voters, losing some of its centrism appeal on the way and paying for it dearly nationwide. 

Unwanted immigration, regardless of any criminal feature and as it was perceived by many as altering national identity (even in a country of immigrants like the US), became a key factor in changing the Western political landscape. Fifteen years ago, the economy and “affordability” were the key issues for many voters (it still is as we see with Trump) but immigration waves, at times welcome by the likes of Angela Merkel due to the need to boost the national economy, brought many issues that gradually focused the voters’ minds and gave rise to hard-right parties, often led by good marketers, to increase their share of the vote. Today, they lead in the polls in the UK, France or even Germany (some even arguing, not crazily, that they even won in the US, historically the first democracy in the world). 

As an aside, and even if potentially seen as a far-fetched point by some (if not many), one could argue that Osama bin Laden won in the end. While 9-11 was a horrible tragedy, it led to various US military operations in the Middle East that many felt warranted but led, years later, to the Arab Spring and a total dislocation of some of the regimes and countries in the region that fostered mass immigration waves with societal impacts, like security-related ones, that we keep seeing today. (Even the UK Labour government is now dealing with a change in its refugee asylum policy.) The current upheaval in Mali, Burkina Faso and Niger, following the retreat of the former French colonial power and its replacement by the new Wagner Group (interestingly named Africa Corps), allowed for regional Jihadists to be on the verge of seizing control of these countries, which might lead to another wave of immigration towards Europe as the horrific civil war in Sudan and the horrific Tanzanian developments easily could – and strengthen its far-right parties. As already stated, these far-right parties, that offer easy solutions to complex issues, provide new avenues for many easily swayed voters. These voters are frustrated by the often-slow pace and absence of clear results of democratic European governments that are also culturally attached to values and principles like human rights and a natural aversion to racism, making them struggle with managing issues like mass immigration from Africa and the Middle East, illegal or not, in the 21st century.  In some ways, and while American agriculture experiences strong labour shortages, the Trump team combined the fight against unwanted immigration with that against crime but also the drug trade, this also leading to drastic geostrategic and military developments as seen in Venezuela.  

The new political landscape is linked to the fact that elections are a game today where the hard-right has shown uncanny excellence. Ideology matters less than dealing with some issues like immigration and affordability – at least in words, usually strong. The problem with hard-right parties, even if they can win elections, is that they are usually ill-equipped to manage governments efficiently while their programmes create strong, if not always violent, opposition, changing the very nature of life in some countries. An additional feature of some far-right parties, especially in Europe, is their closeness to Russia, which is today the natural enemy of democratic Western governments in the context of the Ukraine war and multiple daily disruptions led by Russian intelligence. It is clear that the rising AfD in Germany, Fico in Slovakia, Orbán in Hungary or some unexpected and unfit Babiš coalition partners in Czechia are not anti-Russian (to say the least), at times on energy grounds, even if Nigel Farage in the UK, Marine Le Pen in France (in spite of her 2017 campaign previously funded by a Prague-based Russian bank) and clearly Meloni in power in Italy took their distance from Moscow, all the more as they know where their voters stand on the matter. 

We live in a Western world where winning elections is the end game while governing has to be done but is often mismanaged, notably by hard-right leaders, with back and forth moves à la TACO as seen with Trump in less than one year. At least, we still benefit from a democratic environment and set-up which at times can put a stop to the overreach of some of the hard-right leaders as seen in America – but for how long? It is clear that it is key for increased voter participation in elections, as long as they are free and fair, especially from the younger generations who should focus more on their own future and manage their love of social media, if not video games, in a better self-preserving way. On the same note and as Erdoğan’s opposition leader and Mayor of Istanbul, now facing “2000 years” in jail for running a criminal organisation (real democracy in Istanbul?), said, it is key to “communicate” with everybody of all ages and political inclinations to foster dialogue and better understanding of what matters. As Ekrem İmamoğlu stressed in a great way all should remember: “People-ism against populism”.      

Warmest regards,

Serge                                         

Envisaging the likely scenarios post-hard right populism collapse in the West 

10.11.25

Dear Partners in Thought,

I took a writing break these past two months as covering the ceaseless Trump developments, which many do across the pond, was becoming very toxic as an endless act of democratic despair. I decided to take up my pen again after telling some of my Financial Times writer friends what I thought the post-Trump era could bring, a topic that we see starting being covered as the tide may have turned following recent elections in the US. In doing so, I will focus on rational developments, short of revolutions while assuming democracy would still endure in our old West. This topic may not relate only to the US but also to quite a few key European countries like Britain, France and even Germany.

The Trump era is one of an abandonment of traditional values and principles that made America since 1776 and a rise of a form of – so far – mild autocracy seen with the exercise of executive powers that even a Trump-friendly US Supreme Court starts reviewing and questioning (for example with the implementation of systemic tariffs). As I covered at length and well beyond trade, the Trump administration pursued unusual policies such as deploying troops in large Democrat-led cities, attacking leading universities that paradoxically have “made America great”, mass-deporting immigrants at a time when they are needed by the US economy, all while making elitism a bad word so as to please a voting base of often non-college educated which is  usually based in rural areas and states where the current Republican Party enjoys an already excessive representation set-up. Today Trump’s support stands at 37-39% after ten months. In Europe, populist parties lead the polls in Britain, Germany and France while at times disrupting the governmental process even if elections are not “planned” in the short term – for now. However, hard-right populists can win votes in responding to voters’ disappointment with the traditional parties by offering easy solutions to complex issues – their main strength – but they usually are ill-equipped to manage governments efficiently, often leading to the demise of coalitions in the short term, as recently seen in the Netherlands after only two years.     

While hard-right populists increasingly win, as many voters are disappointed by the slow pace and perceived mismanagement of key issues – like, indeed, immigration – by liberal democracy and their traditional parties, they are often now supported by ultra-wealthy business leaders as seen with the “Big Tech Bros” in the US with Trump. While they often change their previously liberal essence to gain favour from Trump and the like, these business types help form an unusual leadership set-up that combines extremist politics and business (in the case of tech, also fostered by social media platforms those leaders helped create). The rise of the mega-billionaires under the Trump era is also a reflection of the demise of traditional capitalism, when ultra-money has become a leading value or objective of a tiny few at the expense of many, including those voters who supported the Trump rise and populist parties aspiring to gain power (see Elon Musk and the AfD in Germany, also his “market”). Money has become an excessive feature of modern society even among those who seemed to care about the “people” when realising that even Nancy Pelosi and her husband made USD 130 million in stock profit since 1988 when she was a member and then leader of the House of Representatives, a key public role.

It would appear that Gen Z and many young voters are now shifting leftwards as seen during the recent US elections as well as many Hispanics and Black Americans who had supported Trump in the 2024 elections, the latter that had created an odd coalition with the disgruntled and vastly white nationalist MAGA base. It would also not be surprising for many in the MAGA base to desperately shift their disgruntled extremism from a hard-right stance to a hard-left one, all the more after they deeply suffer economically from Trump’s policies while seeing the clear rise of the mega-billionaires who also keep reducing staff and indeed their jobs as seen with Amazon. While the younger generations are shifting leftwards both in the US and Europe, also in rejection of Big Money and its impact on society, it is possible that disappointed hard-right voters keen on extremist societal approaches, could join them and help creating a new seismic political shift.    

Although it was not foreseen a few weeks ago, it is now possible that Trump could become a “lame duck” following the 2026 mid-terms if he keeps delivering his senseless policies with no sound advisory control from his top team that was clearly not selected for this role. While hard right nationalists are likely to fail while in power, it is not yet clear whether a soft version of socialism, as shown with a gifted and charismatic Mamdani even if in an admittedly differentiated New York City, or a harder-left version would prevail. It is possible that a younger and less civil Bernie Sanders might win the Presidency in 2028 if the Trump slide goes on or a more moderate and centrist Californian Gavin Newsom could prevail, also as he would fit the American political essence, as seen with the recent strong victories of the Democrats in his California as well as for the Virginia and New Jersey governorships. What is clear is that the Democrats will need to focus on issues of affordability and stay away from extreme cultural issues if they want to win in one and then three years. Europe, which is more extremist than America in nature (at least until the Trump era), may find it harder to find another centrist solution à la Macron to replace an eventually likely failing Nigel Farage or Marine Le Pen (Bardella) government if they were to happen – but future history will tell. At the same time, current and potential hard-left leaders do not seem today or in the near future likely inhabitants of Number Ten or the Elysée Palace. 

We also live in a different world, with a new and gradually changing order since 1945, which makes it crucial to think about its likely scenarios so that individuals and businesses can adjust best and keep thriving. For this there is a need to manage risks, old and new, while ensuring that rules are clear and ethics prevail from the boardroom to the family dining table.      

Warmest regards,

Serge