Geoeconomic Fragmentation: Investing in a Multipolar World
How supply chains, capital flows, and investment mandates are redrawing the global investment map. Globalization is fracturing into competing blocs. Supply chains, capital flows, and trade corridors are being reshaped by geopolitics. This article explores how fragmentation creates risks but also unprecedented openings for investors who align with the right blocs, hedge against chokepoints, and … Read more
