In an era marked by increasing globalization, geopolitical tensions, and shifting economic landscapes, businesses worldwide are constantly evaluating their strategies to ensure resilience and sustainability. A relatively new concept that has gained attention in recent years is “friendshoring” – a strategic approach to offshoring or outsourcing that prioritizes countries with which a company’s home nation […]

“We believe the U.S. is in the early stages of a manufacturing supercycle,” wrote Joseph P. Quinlan, head of CIO market strategy at Merrill and Bank of America Private Bank. The term “manufacturing supercycle” caught my attention. At the Reshoring Institute, we’ve been reporting on robust growth across all manufacturing sectors in America, particularly since […]

The challenging period in global markets hasn’t dampened the potential in the global listed infrastructure space. In the face of aggressive interest-rate increases in most economies as well as high levels of inflation that have remained stickier than expected, Shane Hurst, portfolio manager at ClearBridge Investments, believes listed infrastructure can offer some insulation. “Given the […]

by Adam Ozimek and Connor O’Brien Introduction: Congress’ Historic Semiconductor Push The resurgence of industrial policy in the U.S. is perhaps the most consequential—and also most daunting—when it comes to semiconductor manufacturing. The focus of policy on this sector is understandable: the overwhelming concentration of leading-edge chip production in the geopolitical hotspot of Taiwan, along […]