Disruptor Series

2Q 2022 Topic: Deglobalization

Life on the Other Side

Presented by Richard Brink, Inigo Fraser Jenkins

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.

Learn how portfolio construction must adapt to this first major structural turning point in the investment landscape in 40 years.

75 min runtime

Topics Covered

  1. Pressures that globalization has faced over the past several years

  2. What this means for growth and real return expectations in the coming years

  3. The urgent risk investors face if they do not begin to make modifications to portfolio design

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Past Topics

1Q 2022: Inflation

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Rising Prices and the Big Trade-Off—learn how investors can strike the best balance between inflation protection and market participation.

3Q 2022: The Future of Energy

Robert Brackett; Jean Ann Salisbury; Oswald Clint; Deepa Venkateswaran; Rick Brink
Oil prices have been volatile for the past few years, and Russia’s invasion of Ukraine upended the entire supply/demand framework.