JPMorgan Says Globalization’s Demise Is Major Theme for 2023
Supply chains, industrial policy, energy and defense will continue to feel the market impact, strategist Jared Gross says.
Photographer: Bloomberg
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The decades-long trend of globalization has come to an end and the fracturing of geopolitics will have huge implications for capital markets and investing in 2023, according to strategists at JPMorgan Chase & Co. Jared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, joined the What Goes Up podcast to discuss how everything from supply chains to industrial policy, energy and defense will feel the impact.