Investors must prepare their portfolios for the end of globalisation.

Conrad

Investors must prepare their portfolios for the end of globalisation.
EDIT - well maybe not the end, but certainly some big changes


Trumps 'America First' strapline tells me that globalisation is to be replaced with Economic Nationalism.


The 'liberal' elite will of course detest this change, but the time has arrived when Governments require people with applied intelligence able to deliver worker dignity, not through old fashioned socialism and clumsy taxes, but with Economic Nationalism, meaning putting your peoples interests first regardless of the effect on other nations. This does not imply making enemies with everyone.


China has in effect been the foremost Economic Nationalist nation benefiting themselves at the expense of others.


This is NOT isolationism nor protectionism. The re-alignment of economic allegiances should affect your coming investment decisions.


INVESTING IN THIS NEW WORLD;


Be interested in firms embracing automation and robotics (not necessarily detrimental to workers) such as Lockheed Martin.


Food Production is another arena to keep an eye on - anything that gives national security at a time of anti globalisation and GW. Some 60% of UK food is imported - this is unwise.


Farm land.


UK and US manufacturing


Infrastructure providers.

Thrugelmir

Conrad wrote: »

Investors must prepare their portfolios for the end of globalisation.

There's no sign of a restriction on the free movement of capital. Until then.........

GreatApe

So get ready for the end of globalisation by buying stocks and shares in a foreign country?

GreatApe

I feel we are close to a new age of machine AI which will kill off services and will allow fully automated factories

With the machines providing all the goods and services then there won't be much need to trade anything between humans.

The only possibility I can think of is maybe food will still be traded long distances. However maybe the machines will allow agriculture to become so much more efficient that we won't even need to do that.

Of course this revolution will be so transformative that any debate about globalisation will be like debating last nights episode of EastEnders when this morning to t was announced Aliens landed on earth and we giving us all their technology.

DiggerUK

Trump parking capitalist tanks on imperialist lawns is not the end of globalisation.
One heck of a kick in the teeth, but nothing to frighten them pesky lizard thingeys..._

michaels

I was thinking the new paradigm was corporatism....or even national socialism...

DiggerUK

The more I study Trump, the more I go search engines reading up on Peronism..._

michaels

DiggerUK wrote: »

The more I study Trump, the more I go search engines reading up on Peronism..._

Yep - I was thinking Putin's Russia where the line between businesss and govt is blurred and information to the populace is strictly controlled....

davomcdave

Conrad wrote: »

Investors must prepare their portfolios for the end of globalisation.


Trumps 'America First' strapline tells me that globalisation is to be replaced with Economic Nationalism.


The 'liberal' elite will of course detest this change, but the time has arrived when Governments require people with applied intelligence able to deliver worker dignity, not through old fashioned socialism and clumsy taxes, but with Economic Nationalism, meaning putting your peoples interests first regardless of the effect on other nations. This does not imply making enemies with everyone.


China has in effect been the foremost Economic Nationalist nation benefiting themselves at the expense of others.


This is NOT isolationism nor protectionism. The re-alignment of economic allegiances should affect your coming investment decisions.


INVESTING IN THIS NEW WORLD;


Be interested in firms embracing automation and robotics (not necessarily detrimental to workers) such as Lockheed Martin.


Food Production is another arena to keep an eye on - anything that gives national security at a time of anti globalisation and GW. Some 60% of UK food is imported - this is unwise.


Farm land.


UK and US manufacturing


Infrastructure providers.

The End of Globalisation.

Do you really think that people are going to stop buying food, clothes and smart phones? Globlisation isn't about to end, you've just been sucked in by the rhetoric. If you want to see what the end of trade would look like check out the WW2 diet and think about whether the British would voluntarily go back to that. It would mean the end of caffeine for a start as tea and coffee aren't able to be grown in quantity in the UK.

You really need to start thinking a bit more about the consequences of actions as there is no way that people are going to give up the benefits from trade. People might think that they don't like globalisation but until there's an answer to the Scottish Wine Problem (without trade Scottish people have to drink Scottish wine and the French have to drink French beer, **shudders**) trade will continue to thrive and as a result we continue to get to spend 10% of our incomes on food.

The End of Globalisation is not going to happen. You are deluded if you think that it is.

chucknorris

davomcdave wrote: »

without trade Scottish people have to drink Scottish wine a

Couldn't they just stick to meths? I didn't know that they had tried to make Scottish wine, so I googled it:

http://www.dailymail.co.uk/news/article-3424009/Best-stick-Bucky-Scotland-s-vineyard-didn-t-make-wine-year-area-s-rainy.html

Apparently none was made last year, because the weather wasn't suitable, if only they had thought of that :rotfl:

mystic_trev

That made me laugh!

Only someone with the name of 'Trotter' would think of growing wine in Scotland!