Publications
De-globalisation
New opportunities for alternative investments
The global megatrends – de-globalisation, decarbonisation, digitalisation and social change – are shaping the investment landscape and presenting investors with new challenges. While geopolitical uncertainties and protectionist trade policies are slowing down globalisation, new growth opportunities are emerging for companies that adapt quickly.
Private equity and alternative assets are benefiting from this development: companies that focus on onshoring and nearshoring secure competitive advantages and strengthen their market position. This creates attractive investment opportunities in sectors that particularly benefit from the reorganisation of global value chains.
Relevant factors for investors
- Identifying macro factors – strategically classifying geopolitical risks and interest rate developments
- De-globalisation as an opportunity – implications for alternative investments and portfolios
- Companies in transition – profiteers of new production and location strategies
In his latest article, Dr Matthias Reicherter, Chief Investment Officer at Golding, analyses the economic consequences of de-globalisation and highlights the opportunities that arise for alternative investments.
Read the full article, published in the February edition of IPE D.A.CH here (Englisch translation).
