Market Moves
Deglobalization, a Theme That Could Define 2026
A group of market and macroeconomic analysts discussed their outlooks for the year.
Tag: deglobalization
Research
Deglobalization Has Portfolio Implications, per PGIM
According to research from the asset manager, the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.
How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
Pensions
Pressure Mounts on Public Pension Funds to Divest Chinese Investments
State and federal legislation aims to prohibit public funds from investing in the country.
Asset Allocation
Growth Stocks’ Leadership Will Be Short-Lived, Ned Davis Predicts
Analysts at the celebrated research shop say value will come to the fore during the upcoming recession.
Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Risk
Not Such a Small World After All, CIOs Say
Institutional investors last week cited deglobalization as a concern when making asset allocation and investment decisions.