To prepare themselves for a potentially tumultuous tussle between globalization and nationalism, CIOs need to consider the various ways these tensions will ripple across their investment portfolios and create new risks and opportunities.
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Three Phases of Modern GlobalizationThe evolution of globalization over the last three decades can be segmented into three phases: The Golden Era, Nationalist Backlash and the Dual-Track Era.
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Sectors Caught in the Crosshairs of a New Era of GlobalizationIn sectors at the heart of great power rivalry and protectionist industrial policy, a new set of investment opportunities and risks are emerging.
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