Lazard's Cockrell: Three sectors set to survive and thrive amid degloblisation

Taking flight in an era of protectionism

As some countries adopt protectionist policies, Nathan Cockrell, co-director of global research at Lazard Asset Management, assesses which sectors will have an easier time adapting to increased opposition to globalisation.

As some countries adopt protectionist policies, Nathan Cockrell, co-director of global research at Lazard Asset Management, assesses which three sectors will have an easier time adapting to increased opposition to globalisation. Efforts to reverse globalisation have been occurring for some time, as evidenced by protectionist policies on trade by the US and the UK's decision to leave the European Union. Covid-19 has further increased political attention on issues such as employment and domestic economic activity. Until now, companies' choice of end markets, supply chains, and tax arran...