An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have to grow used to operating in a deglobalised world – one where cross-border trade is no longer fluid and geopolitical concerns can pose meaningful risks to business. Is this a realistic assessment and how might professional investors adapt?
April 2023
An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have…
