Playbook

Charted territory: Deglobalization Playbook

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

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July 27, 2022 | 15 minute read

Globalization—among the most potent forces driving the economy and markets over the last four decades—is reversing. Our playbook explores the many implications of this seminal shift and analyzes how it will fundamentally alter the investment backdrop.

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Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information.

All investing is subject to risk, including the possible loss of the money you invest.

Andrew Korz

Director, Investment Research

Lara Rhame

Chief U.S. Economist + Managing Director

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