(Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)

Lauren Goodwin, Julia Hermann and Michael LoGalbo discuss their
latest research covering the main themes affecting the next
decade of global economics and investing. De-globalization is
often looked to as the natural progression of geopolitical
tension. But when it comes to critical sectors such as energy,
tech, and financing, countries are unlikely to be able to turn
inward in the way some envision. In this episode, the team shares
their most poignant arguments in favor of a re-globalized world,
including how investors can consider portfolio construction in
the face of long-term themes.