The Changing Connectivity Of The World: Adapting To Deglobalization, Reshoring And Geopolitical Risk

The headlines on the front pages of major papers seldom spill over to the headlines of the business section. Instead, the two realms tend to operate as silos. Politics and economics—and more specifically, the vagaries of capital markets—are largely seen as being nearly unrelated.  In reality, the spillovers are considerable in normal times, and immense in the current environment. These interrelationships are most evident given the new U.S. National Security Strategy. It...