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Deglobalisation: Private markets in a more diverging world
While deglobalisation has the potential to create headwinds for economic growth, we believe it also could create potential opportunities in certain sectors of the private markets.
We use the term ‘deglobalisation’ to describe the weakening in the global integration of trade, capital flows, people, intellectual property and cooperation. It can articulate itself through several channels.
Some of the trends emerged recently due to the pandemic and the Russia/Ukraine conflict, the effects of which could fade in the medium term as the world adjusts to a new normal. Some are more entrenched, such as the geopolitical tension between China and the US, which has escalated over the past decade and is unlikely to diminish soon.
Assessing the how the movement of goods, resources, capital and people will be impacted, we take a deep dive into the potential effects of deglobalisation on private markets.
You can read the full report here.
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