September 6, 2022
Paul Christopher, CFA, Head of Global Market Strategy
Mary Anderson, Investment Strategy Analyst
Douglas Beath, Global Investment Strategist
Gary Schlossberg, Global Strategist
Michelle Wan, CFA, Investment Strategy Analyst
The de-globalization fallacy
Rising political tensions are changing globalization, not ending it.
Key takeaways
- Globalization has been adapting for decades, despite an increase in domestic and international political tensions.
- Likewise, we are seeing U.S. companies adjust their supply chains, not bring them home, despite the disruptions of war and the pandemic.
- We show how globalization is adapting, not ending or reversing, and believe these adjustments bear watching for potential investment opportunities over the coming decade.