With Donald Trump’s return to the White House on January 20, 2025, the “America First” policy will once again take center stage. This policy, which emphasizes reshoring jobs, reducing trade deficits, and tightening immigration policies, holds significant implications for emerging economies. Here, we examine the anticipated impacts of Trump’s economic policies on the Southeast […]
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November 14, 2023 Frédérique CarrierManaging Director, Head of Investment StrategyRBC Europe Limited RBC Wealth Management’s “Worlds apart: Risks and opportunities as deglobalization looms” series explores the trend away from globalization and its ramifications for investors, economies, and financial markets. The final feature in the series explores the reshaping of the semiconductor industry and the investment […]
Previous optimism that cross-border supply chains would improve efficiency for firms and open up growth opportunities for countries has been tempered by concerns that global value chains now expose firms and countries to the risk of disruptions. This column analyses the evolution of global supply chain patterns centred around the US over the last four […]
Industrial became the belle of the commercial real estate ball after the pandemic supercharged e-commerce demand and led Amazon to accelerate its already-voracious warehouse expansion. But that party couldn’t last forever. Unsplash/Josh Beech “That was a one-time event. That’s like laying down the railway tracks for the rest of time because you’re building an infrastructure for transportation to […]
The UK manufacturing industry is continuing to re-shore suppliers as supply chain volatility becomes permanent and overseas companies turn their back on supplying the UK. This is according to a major report released today by Make UK and software company Infor. The report, ‘No Weak Links – Building Supply Chain Resilience’ published at the Make […]
