Deglobalisation: the American advantage

Anthony and Jon discuss the factors that have forced a pivot toward de-globalisation, and why we think American companies are well positioned: energy independence, government incentives and a diversified economy.




How the global economy has changed in the last 60 years


How is America positioned in the context of a more deglobalised world?


Types of companies we think stand to benefit from these new opportunities


Looking forward to the next decade


Closing remarks

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