- The Golden Era
- Nationalist Backlash
- Dual-Track Era
- Berlin Wall falls, China enters the WTO, and the internet goes mainstream
- Supply chains are borderless and manufacturing shifts to the lowest-cost producers
- Global trade’s share of GDP nearly doubles to over 60%
A Shifting Global Economy
The latest phase of globalization alters the macro landscape for investors.
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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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Portfolio ImplicationsFour crossportfolio implications for CIOs to consider for the impact of the new dual-track era of globalization.
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