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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Active management amid shifting global dynamics

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