The amount of trade restrictions has increased tenfold, while industrial policies aimed at reshoring and ‘friendshoring’ strategic industries are multiplying
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“The world is facing a deepening geopolitical divide and a global economy that is fragmenting into competing blocs,” he explains, based on Forstrong’s macroeconomic analysis. “When a product launches that’s of high interest, you see a lot of money flow into it, and I haven’t seen that,” she says. Another similar theme is infrastructure, Ms. Islam says. “And that’s really where we’re seeing more” fund flows, she adds., for example, had seen inflows of about US$1-billion this year and the MER is 0.47 per cent, according to FactSet data. It’s up about 13 per cent this year.
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