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summaries - Feb 2023 -

De- or Re-Globalization? Investing in a Multi-polar World

Globalization is moving into a new era. While cross-border digital flows are set to grow exponentially, the world is also becoming more multipolar and the engines of growth more diverse. Geopolitical competition is playing an ever-greater role across industries, affecting trade as well as global cooperation on standards and licenses to operate. How might these forces impact investors and markets? Which sectors are most exposed and what signals should investors watch?
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