What Might De-Dollarization and De-Globalization Mean for Equity Markets?

Описание: The Research portion of Marquette's 2023 Investment Symposium kicked off with David Hernandez and Evan Frazier asking, "What Might De-Dollarization and De-Globalization Mean for Equity Markets?" They begin by examining how globalization and dollarization have developed in the past 50 years, including both causes and impacts in the U.S. and across the world. From there, they look at recent shifts and what trends may be taking shape. Finally, how should investors react? What considerations may be warranted within portfolio construction?

This video is a recording from Marquette's 2023 Investment Symposium livestream. The opinions expressed herein are those of Marquette Associates, Inc. and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Past performance is not indicative of future results. For full disclosure information, please refer to the end of this presentation.

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