This monthly series aims at bringing closer to you our network of thought leaders that are capturing the world’s changes relative to the context we are living in, who will share their views of the key opportunities ahead.
Various measures of economic openness have either flattened or decreased in the last decade and the question remains whether globalisation has peaked. In this context, there are traits in companies, recognised by our experts, that could profit from such a scenario.
In this episode hosted by Esteban Polidura, CFA, Head Americas Investment Advisory & Products, talks to Janwillem Acket, Chief Economist, about his views on a reversing globalization. Furthermore, Britta Simon, Peter Casanova and Roger Degen, research analysts at Julius Baer, tell us about the coverage of sectors and companies that could benefit from a peaking globalisation.