Has technology become an enemy of globalization?
Restrictive trade policies and populist politics are serious hazards for a global economy that is more interconnected than ever before, but new technological advances in automation and artificial intelligence may be even bigger risks to the ongoing pursuit of globalization. Find out why and how investors can respond.
Technology has been a key driver in the development of a more globalized world economy in recent decades, but new advances in automation and artificial intelligence may be leading towards a period of deglobalization as their impact takes further hold on the global value chain and those who participate in it. This technological disruption could have major implications for investors, particularly those who underestimate the inherent risks involved. Those who stand to benefit most will need to understand which companies, sectors and countries are most susceptible to a reversal in globalization, while identifying key attributes of the potential winners in this dynamic economic landscape.