The latest Big Picture video explores what faltering economic exchange and globalization mean for investors.
Globalization has been a key driver of the sustained growth enjoyed in recent years. But with the disruption of value chains caused by the pandemic, this economic engine is faltering everywhere.
How can an economic turnaround be achieved in this difficult situation? Thomas Wille believes that companies have a duty: they should go over their books and assess the extent to which it still makes sense to source goods and services globally. And since this trend has winners and losers, it can give rise to new opportunities for investors, something that the Chief Investment Officer, LGT Private Banking Europe, and Ivan Goh, Chief Strategist LGT Private Banking Asia, discuss in the Big Picture video.