ABLZF - Investing In Secular Trends: Reshoring And The Reversal Of Globalization

Summary

• The pandemic has provided many lessons for businesses and individuals alike, highlighting many key vulnerabilities.
• The multi-decade trend of globalization may slow or reverse as U.S.-based businesses bring back certain operations and manufacturing capacity to secure supply lines.
• Recent legislation in the U.S. provides an initial catalyst and financial incentives for many companies to bring more manufacturing back to this country.
• Beneficiaries will include those companies directly impacted by this effort, legislation, and investment, as well as indirect beneficiaries that support the needs of the businesses making this transition.

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