Article

In the Middle East, a Bonfire of Alibis

Published

27th February 2012

Syria can set fire to Lebanon at the wave of a hand. Hezbollah can be ordered into battle with Israel at the command of a call from Tehran. Lebanon’s sectarian politics are a plaything of outsiders whose every whim determines the fate of the country. These are among the conventional wisdoms that have long held the fate of Lebanon hostage — assumptions as widely held within the country as outside it. But a closer look suggests that it is high time these preconceived notions are challenged — not because they lack a basis in reality, but because they are rooted as much in what the country’s enemies, from Damascus to Tehran, wish to be the dominant narrative as what the far more complex conditions on the ground merit.

Today, as Syria’s civil war gains speed and severity, and the crisis of Iran’s nuclear program escalates by the day, Beirut is holding its breath — too fearful and too scarred by a war-torn history to imagine anything but the worst-case scenario. And yet, the reality as acknowledged by a growing number of Lebanese observers is more complex. If Assad really could create the distraction he needs from renewed conflict in Lebanon with such ease, would he not already have done so? If Hezbollah is nothing but an arm of Iran’s forward defense, would it not have been the first agent called into action, as opposed to Tehran’s other alleged responses — from the plot to assassinate the Saudi envoy to Washington to the recent attacks on Israeli diplomats in Delhi, Bangkok and Tbilisi? As Tom Fletcher, the British ambassador to Lebanon, pointed out to me on a recent visit to Beirut, just as Sinn Fein and Hamas discovered in their time, Hezbollah’s role in the current government means that it is having to make compromises and shift from the comfortable politics of opposition.

What is true of Lebanon is true too — and far more consequentially so — when the conventional wisdom about the aims and motivations of the region’s other players are examined. At this moment of looming conflict with worldwide implications, it is time to give far greater scrutiny to the claims made by the principal protagonists about the merits of their policies — and the ways they diverge from the global interest in the security and stability of the region. This is most evidently the case with the threat of Iran’s nuclear program and the trade-off between war and containment that ultimately faces the international community.

Iran claims that it is pursuing a purely civilian interest in nuclear technology and that as signatory to the Non-Proliferation Treaty it is being held to an unjust double standard. The reality is that Iran has done little to reassure the outside world of the accuracy of this assertion and that much evidence exists to the contrary. As a repressive, deeply illegitimate regime, Tehran is using all the levers available to it, conventional and unconventional, to sustain its power and destabilize its enemies as it seeks to overwhelm its own popular uprising that began, but did not end, with the 2009 Green Movement.

Israel insists that Iran’s nuclear weapons program represents an existential threat from a regime that would seek its destruction. The reality is that this assumes the regime is not only homicidal, but suicidal. An Iranian nuclear deterrent would in reality represent a change in the regional balance of power away from Israel’s near-total military dominance over its neighbors, a prospect that it may find only slightly less concerning. That the question of Palestine is pushed further to the back burner of the global agenda is to Jerusalem a secondary, but not insignificant, benefit of the global focus on Iran.

Saudi Arabia and its Gulf Cooperation Council allies — cheerleaders as avid of a military confrontation with Iran as Israel these days — allege that Iran is the font of a rising, revolutionary “Shia crescent” that will upend the entire region. The reality is that the Gulf Arabs — with U.S. backing — have come to enjoy a dominance of the Persian Gulf unattainable in the days of the Shah and are using the very real threat from Iran to divert attention from their own domestic economic and political deficiencies. If Iran is able to stoke Shia rebellions in Bahrain and Saudi Arabia, it may have something to do with the fertile ground created by the policies of the regimes toward their minorities.

Behind all these claims and pretexts, excuses and diversions lies the expectation that the United States, backed by Europe, will have to finish a war that Israel may start and the Gulf Arabs will quietly endorse. For this reason, if no other, it is incumbent upon the friends of Israel and the Gulf Arabs to engage them more creatively on their legitimate security concerns — acknowledging the very real challenge of containing a regime in Tehran that is an enemy to its own people as well as to the world’s interest in avoiding a nuclear arms race. These friends need to call their bluff on seeking support for agendas that are at best unique to their narrow interests and at worst destructive to the wider aim, which is to ensure that the challenge to Iran’s nuclear program doesn’t metastasize into a military conflict with little prospect of achieving longer-term security. This is not — or shouldn’t be — a matter of the West’s commitment to ensuring the security and stability of key allies in the face of a rising threat. It is — and must be — about applying the necessary judgment on the utility of force, and the potential for containment, when no good option exists.

Ten years after the war in Iraq was set in motion — an immensely costly war variously justified on the grounds of Saddam’s WMD, his support for Al Qaeda, the certain welcome of his long-oppressed people and the transformation of Iraq into a beacon of democracy — it is well worth re-examining the claims made by the region’s interested parties about the need for another war in the Persian Gulf. When it comes to the Middle East today, a bonfire of alibis is overdue. There is no time like the present to strike the match.

Overview

Strategic advantage in a volatile world

The Firm

Nader Mousavizadeh and David Claydon founded Macro Advisory Partners in 2013 to provide a global client base with a competitive advantage in a complex world. Driven by a belief in the value of independent, long-term strategic counsel, MAP's co-founders created a firm that delivers actionable macro strategies to decision-makers in business, finance and government.

A volatile and fragmenting global landscape requires an integrated understanding of the political and economic drivers of change. Drawing on MAP's unique network, the firm’s partners — including Mona Sutphen and John Sawers — create tailored and innovative macro solutions mapped to the specific exposures, risks and opportunities facing the firm’s clients.

MAP's London and New York-based team of partners, directors and associates is supported by a Global Advisory Board and a group of Senior Advisors drawn from leadership positions in the worlds of business, finance, politics, diplomacy and technology.

Partners
Global Advisory Board
  • Kofi Annan

    Chairman, The Kofi Annan Foundation
    Kofi Annan was the seventh Secretary-General of the United Nations (1997 to 2006), and now serves as Chairman of The Kofi Annan Foundation.
  • William Burns

    President, Carnegie Endowment
    Ambassador Burns is President of the Carnegie Endowment for International Peace, and was the 17th United States Deputy Secretary of State.
  • Mala Gaonkar

    Co-portfolio Manager, Lone Pine Capital
    Mala Gaonkar is Co-portfolio Manager at Lone Pine Capital, and a former consultant at the World Bank.
  • Vikram Mehta

    Chairman, Brookings India
    Vikram Mehta is Executive Chairman of Brookings India and former Chairman of the Shell Group of Companies in India.
  • David Miliband

    President, IRC
    David Miliband is President and CEO of the International Rescue Committee, following a distinguished political career in the United Kingdom.
  • Vali Nasr

    Dean, SAIS
    Dr Vali Nasr is Dean of the Paul H. Nitze School of Advanced International Studies of Johns Hopkins University.

Concept

Macro Advisory Partners provides corporate, investor and sovereign clients with the strategic insights to navigate the intersection of global markets, geopolitics and policy.

In a world defined by volatility and uncertainty — and an abundance of information, yet scarcity of insight — we identify the strategic implications for decision-makers tasked with maximising opportunity and minimising risk. The Archipelago World is characterised by fragmenting markets, populist politics, policy unpredictability, revolutionary technology, and weaponised arenas of finance, regulation and cyber.  The implications of this environment are dramatic and lasting. To help our clients anticipate and navigate these shifts in the macro landscape, we bring together deep on-the-ground analysis with long-term strategic judgement tailored to our clients' specific interests, exposures and concerns.

For today's global investor and business leader, macro is just as disruptive a factor as technology. Our advice — delivered by the firm's partners through trusted, personal, long-term and dynamic client engagements — is drawn from the policy expertise and connectivity of our global network, supported by advanced data analytics. The firm's Global Advisory Board and a team of Senior Advisors with backgrounds in diplomacy, macro intelligence, investment strategy, academia and industry, support our partners with the judgements that enable us to provide clients with relevant, actionable and investable macro solutions.

Principles

A culture of partnership defines our firm — among the individuals we have attracted to our endeavour, and with the clients whose long-term interests we view as our own. Our team brings to our work a diverse range of global business, finance and government experiences that enable us not only to interpret a changing macro environment for our clients, but also to design specific solutions that enhance their performance and prospects.

The principles of independence, integrity and intelligence define our culture. Our clients include the world's leading technology, consumer, energy and financial services institutions. Our commitment to them — and to our people — is to deliver on our founding aim of building the world's leading macro advisory firm.

Portfolio

  • Engagement

    Middle East Market Expansion

    Facing a fragmenting market and changing regulation, a global financial services company uses MAP's advice to enhance its performance and footprint in the Middle East.
  • Engagement

    Managing a Complex Portfolio in a Volatile World

    MAP provides ongoing and ad-hoc advisory services to a significant investor client, which manages a complex portfolio of equity, credit, interest rate, commodity and foreign exchange exposures.
  • Engagement

    China Market Strategy

    A global consumer goods company achieves success in China with support from MAP's distinctive macro insights.

Contact

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info@macroadvisorypartners.com