Tag: deglobalisation

While inflation is moving steadily lower, we believe the secular shifts of deglobalisation, decarbonisation, and demographic change – the "3D Reset" - will keep inflation and interest rates higher for longer. With the added challenge of geopolitical conflicts, many investors are reassessing their private equity allocation. But almost every year since 2008 has involved a crisis for investors in private equity.

Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting investors with a new set of investment opportunities.

Let's have a look at the impact of "deglobalisation" on some of our favoured themes: smart manufacturing, energy transition and climate change, and the circular economy.