Perspective

The investment implications of deglobalization and geopolitics

A megatrend driven by manufacturing and technology might create strategic opportunities that go far beyond the manufactured products themselves

Sammy Simnegar loves history and is a student of it. It was his major in his university days.

“I embrace the idea that history rhymes, but does not repeat,” Simnegar says.

Combined with his experience as an investment professional, Simnegar’s discerning eye for the underlying implications of complex global events allows him to unpack them and extricate potential investment opportunities.

Starting in 1998, his purview as a portfolio manager at Fidelity has spanned the globe, and has included real estate, U.S. banks, and emerging markets, and currently includes international—and U.S.-focused equity funds.

At the moment, he sees strong tailwinds around a multiyear theme tied to deglobalization and geopolitics—namely, a megatrend that ties together an odd couple…

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