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Dec 23, 2022

JPMorgan Says Globalization’s Demise Is Major Theme for 2023

Michael P. Regan and Vildana Hajric, Bloomberg News

Container ships at anchor outside the Port of Los Angeles in Los Angeles, California, U.S., on Sunday, Nov. 21, 2021. Shipments to the Port of Los Angeles fell 8% year over year in October. Photographer: Bloomberg/Bloomberg

Container ships at anchor outside the Port of Los Angeles in Los Angeles, California, U.S., on Sunday, Nov. 21, 2021. Shipments to the Port of Los Angeles fell 8% year over year in October. Photographer: Bloomberg/Bloomberg , Photographer: Bloomberg/Bloomberg

(Bloomberg) --

The decades-long trend of globalization has come to an end and the fracturing of geopolitics will have huge implications for capital markets and investing in 2023, according to strategists at JPMorgan Chase & Co. Jared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, joined the What Goes Up podcast to discuss how everything from supply chains to industrial policy, energy and defense will feel the impact.

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