This report, prepared by DWS Investment GmbH’s Global Research team, examines the accelerating transition from globalization to national resilience and its long-term implications for markets and investors.
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Governments are prioritizing domestic production and strategic autonomy, with the U.S. leading through tariffs, subsidies, and local content mandates.
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The resulting “moderate deglobalization” raises costs but enhances supply security and political stability.
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Investors must assess how industrial policy realignment alters competitive dynamics and valuation frameworks across sectors.
Explore the full report for a deeper analysis of resilience strategies and investment positioning in a deglobalizing world.
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