JPMorgan’s Erdoes From Delivering Alpha: How The Pandemic Is Triggering Deglobalization

The more connected the world has become, the easier it has become for investors to look outside their home country to find alpha. However, the pandemic has resulted in a shift toward deglobalization. In an interview on CNBC's Delivering Alpha, JPMorgan Asset and Wealth Management CEO Mary Callahan Erdoes, Alibaba Executive Vice Chairman Joseph Tsai and Temasek Americas head John Vaske talked about globalization.

Q2 2020 hedge fund letters, conferences and more

China's role in manufacturing

One issue many people have had is the fact that China makes up the lion's share of the world's manufacturing capacity. Some wonder if that manufacturing capacity could be scattered throughout the world, but Tsai...