The End of Globalisation? Not for Investors

Do national lockdowns and bans on overseas travel mean the end of globalisation? Not for investment portfolios

Dan Lefkovitz 17 June, 2021 | 10:17AM
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The coronavirus pandemic will reverse globalisation.

For some people it’s a prediction, for others an aspiration. The virus’s rapid spread across the globe highlighted the fragilities of an interconnected world. Turning inward, increasing self-sufficiency, and decreasing dependence on global linkages are plausible responses.
But while global travel certainly ground to a halt in 2020, business does not appear to have become less global. That’s the conclusion reached when examining the revenue mix of publicly traded companies, aggregated to the index level.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Dan Lefkovitz

Dan Lefkovitz  is strategist for Morningstar’s Indexes group