Posts Tagged ‘Howard Marks’

Notes From Underground: Is Globalization Dead?

March 27, 2022

In the past week there were three pieces published by highly respected investors and analysts about how Russia’s invasion of Ukraine will portend the end of globalization. Adam Posen, Larry Fink and Howard Markets all outlined the rollback of globalization as the use of sanctions could lead to┬áthe need to shrink supply lines and repatriate capital in an effort to shift foreign production back onshore.