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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.
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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