Is de-globalization the right term for what is occurring in the world today? How should global investors define &quot;globalization&quot; and view the current dynamics and trends being seen in global trade?    Join us for a group discussion that unpacks the data, offering historical context on trade patterns and international perspectives on trends like US &quot;re-shoring&quot; and &quot;near-shoring.&quot; © 2024 Macquarie Group Limited [3734297] Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'>here</a>.

Globalization as measured by trade & investment

The age of hyper-globalization and long-run trends

Analyzing spending on US tech manufacturing

The 2021 US Infrastructure Investment and Jobs Act as bellwether

Higher rates, tighter credit, and less liquidity matter

Conversations and innovative insights about real assets, private markets and macroeconomics, intended for global institutional investors. Brought to you by Macquarie Asset Management (MAM), the asset management division of Macquarie Group Limited. This material is for information purposes only and should not be construed as, an advertisement, an invitation, an offer, a solicitation of an offer or a recommendation to participate in any investment strategy or take any other action, including to buy or sell any product or security or offer any banking or financial service or facility in any jurisdiction where it would be unlawful to do so. The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of MAM, for Pathways, and published with permission by Buzzsprout. ©2024 Macquarie Group Limited [3502358]