The process of globalisation has been underway for decades, but it is facing a number of challenges in recent years. These challenges include geopolitical tensions, supply chain disruptions, and the war in Ukraine. As a result, there is a growing trend towards deglobalisation, which is the re-orientation of economic activity towards domestic markets.
This trend is having a significant impact on thematic investing. Thematic investing is an investment strategy that focuses on a particular theme, such as smart manufacturing, energy transition, or the circular economy. These themes are all becoming increasingly important as the world moves towards a more sustainable and secure future.SourceMoneyGuru-https://www.mgkx.com/5013.html
Smart manufacturing is one theme that is particularly well-positioned to benefit from deglobalisation. Smart manufacturing refers to the use of technology to improve the efficiency and sustainability of manufacturing processes. This includes the use of robotics, artificial intelligence, and big data.SourceMoneyGuru-https://www.mgkx.com/5013.html
As companies move towards a more local supply chain, they will need to invest in smart manufacturing technologies in order to remain competitive. This will create new opportunities for companies that are developing and supplying these technologies.SourceMoneyGuru-https://www.mgkx.com/5013.html
Energy transition is another theme that is likely to benefit from deglobalisation. The energy transition refers to the shift away from fossil fuels and towards renewable energy sources. This is a major trend that is being driven by concerns about climate change and energy security.SourceMoneyGuru-https://www.mgkx.com/5013.html
As countries transition to renewable energy, they will need to invest in new infrastructure and technologies. This will create new opportunities for companies that are involved in the energy transition, such as solar and wind power companies, battery manufacturers, and electric vehicle makers.SourceMoneyGuru-https://www.mgkx.com/5013.html
The circular economy is a third theme that is likely to benefit from deglobalisation. The circular economy refers to an economic system that is designed to eliminate waste and pollution. This is achieved by keeping products and materials in use for as long as possible.SourceMoneyGuru-https://www.mgkx.com/5013.html
The circular economy is gaining momentum as businesses and governments become more aware of the environmental impacts of the linear “take-make-waste” model. As the circular economy becomes more widespread, it will create new opportunities for companies that are involved in the recycling, reuse, and remanufacturing of products.SourceMoneyGuru-https://www.mgkx.com/5013.html
In conclusion, the challenges to globalisation are creating new opportunities for thematic investors. By focusing on themes that are aligned with the future of the global economy, investors can position themselves for long-term growth.SourceMoneyGuru-https://www.mgkx.com/5013.html
Here are some specific thematic investments that could benefit from deglobalisation:SourceMoneyGuru-https://www.mgkx.com/5013.html
- Smart manufacturing: Robotics, artificial intelligence, and big data companies.
- Energy transition: Solar and wind power companies, battery manufacturers, and electric vehicle makers.
- Circular economy: Recycling, reuse, and remanufacturing companies.
These are just a few examples, and there are many other thematic investments that could benefit from deglobalisation. By doing your research and understanding the trends that are shaping the global economy, you can identify the thematic investments that are best positioned for long-term growth.SourceMoneyGuru-https://www.mgkx.com/5013.html SourceMoneyGuru-https://www.mgkx.com/5013.html