The Investment Impact of a Fragmenting Global Trade Network
For investors, geography is becoming an increasingly important variable in deciding where capital should go. The location of a factory, energy source, mineral deposit, data center or logistics hub can now influence an asset’s strategic value almost as much as its financial characteristics. Global trade fragmentation is accelerating this shift, as governments and companies place […]
How Trade Tensions Are Redrawing the Map of Global Capital
Global capital flows are undergoing one of their most significant transformations in decades. Within the past few years, rising trade tensions, export controls, industrial subsidies, sanctions, and increasingly strategic trade policies have reshaped how businesses, governments, and investors think about cross-border investment. Rather than pursuing efficiency at almost any cost, multinational corporations and institutional investors […]
