Deglobalization is playing out more narrowly and more slowly than is commonly thought. In sectors at the heart of great power rivalry and protectionist industrial policy, a new set of investment opportunities and risks are emerging. There are three sectors where industrial policy is quite rapidly altering the investment landscape:
- AI and Advanced Semiconductors
- Electric Vehicles
- Metals and Minerals
Investment Implications
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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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Portfolio ImplicationsFour crossportfolio implications for CIOs to consider for the impact of the new dual-track era of globalization.
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