Perspective

Active management amid shifting global dynamics

Understanding the shifting dynamics of global trade, manufacturing and supply chains may provide an edge to active managers.

By: Sammy Simnegar Yasmin Landy
Updated: 3/13/2024
Key Insights
  • The age of peak globalization likely will have implications for global equity markets, active management, and finding investment ideas.
  • Understanding the shifting dynamics of global trade, manufacturing and supply chains may provide an edge to active managers.
  • Investment opportunities in the peak globalization era may include efficiency plays—both companies making efficiency possible and companies employing efficiency measures.
  • Nearshoring supply chains and manufacturing may offer compelling investment opportunities across industries.
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