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Globalization

Anti-Globalization Picks Up Steam

Anti-Globalization Picks Up Steam

Ongoing tariff negotiations are shifting short-term economic winners and losers, and perhaps even changing the long-term pace and/or direction of globalization. As we alluded to in earlier posts, the long-term megatrends of trade and capital-market liberalization have...

Globalization and Populism: The Link

Globalization and Populism: The Link

Technological disruption is facilitating globalization by changing how economies work and how businesses function. It is also changing the human experience, which is one of the causes of the rise of populism. In many emerging markets, globalization has been...

Has Globalization Peaked?

Has Globalization Peaked?

As a manager of a global equity strategy, I am often asked if globalization has peaked. It’s a common notion: even The Economist has suggested that we are reaching the apex of globalization and along with it the demise of the multinational corporation. If true, that...

Searching for Signposts

Searching for Signposts

In an earlier post, I explained that much of the urgency around the immigration debate has faded, but a number of factors could cause a resurgence of interest in the topic. What signposts can we look for to indicate that we’re crossing the final frontier of...

The Steps to Globalization

The Steps to Globalization

Previously, I presented a challenge we will have to solve to cross the final frontier of globalization—the movement of labor. Constrain immigration, which inhibits competition and economic activity, or allow immigration, which requires public sector investment to...

Globalization: The Final Frontier

Globalization: The Final Frontier

Much of the urgency around the immigration debate has faded after the elections, but a number of factors could cause a resurgence of interest in the topic. As I’ve explained previously, there are four aspects to globalization: the free movement, across borders, of...

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