This report, prepared by DWS Investment GmbH’s Global Research team, examines the accelerating transition from globalization to national resilience and its long-term implications for markets and investors.
-
Governments are prioritizing domestic production and strategic autonomy, with the U.S. leading through tariffs, subsidies, and local content mandates.
-
The resulting “moderate deglobalization” raises costs but enhances supply security and political stability.
-
Investors must assess how industrial policy realignment alters competitive dynamics and valuation frameworks across sectors.
Explore the full report for a deeper analysis of resilience strategies and investment positioning in a deglobalizing world.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
