Q2 Topic: Deglobalization

Life on the Other Side



For decades, globalization’s rise has driven down inflationary pressures and yields, thus increasing corporate profit margins, valuations in equity markets, and bond prices.

But with COVID-19, and most recently in the Russia-Ukraine conflict, we’ve witnessed its vulnerabilities.

Portfolio construction must adapt to this first major structural turning point in the investment landscape in 40 years. Listen, watch or read as we cover the following:

  • Pressures that globalization has faced over the past several years
  • What this means for growth and real return expectations in the coming years
  • The urgent risk investors face if they do not begin to make modifications to portfolio design

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The Powerful Supercocktail that Contributed to Globalization
The Powerful Supercocktail that Contributed to Globalization

AB Chief Market Strategist, Rick Brink, provides a detailed view of market contributors and what it means moving forward.

Is Deglobalization the End of Equity Returns as We Know Them?
Is Deglobalization the End of Equity Returns as We Know Them?

Given the combination of higher inflation, a shift in the path of real rates, and starting valuations where they are, AB equity experts discuss the need to clearly focus on finding that real return outlook.

Deglobalization and the Future of Portfolio Construction
Deglobalization and the Future of Portfolio Construction

Investors are dusting off their inflation-fighting playbooks, but protecting against inflation isn’t free. That requires assessing a critical trade-off: inflation-protecting ability versus opportunity cost.