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
-
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
Sign Up
Get Distinct Perspectives on Critical Issues
Quarterly insights and events from the Disruptors Series
Thank You
Thanks for your subscription to AB's Disruptor Series! Look forward to distinct perspectives on the critical issues facing the capital markets every quarter.
More For You
- Video & Podcast
- Blog
Hear the deglobalization story—now on your favorite podcast platform.
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.
AB Chief Market Strategist, Rick Brink, provides a detailed view of market contributors and what it means moving forward.
The potential for deglobalization and the reversal of other secular trends is likely to squeeze returns, requiring investors to take a fresh look at portfolio design.
Past Topics
The renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task.
Oil prices have been volatile for the past few years, and Russia’s invasion of Ukraine upended the entire supply/demand framework.
Rising Prices and the Big Trade-Off—learn how investors can strike the best balance between inflation protection and market participation.