Investment Insights
May 11 2023

Reinventing Globalization: Navigating the New Investment Regime

5 min read

In yesterday's globalized age where location didn't matter, the focus was on efficiency, specialization and comparative advantage. Today, governments and companies are emphasizing security and supply chain reliability. This deglobalization trend means that higher capex and labour costs and elevated volatility are on the horizon – as well as higher costs of capital, lower potential growth and greater government involvement in the economy.