All Deglobalisation articles
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Special ReportsDoes the ‘new world order’ spell the end of global real assets diversification?
Geopolitics, supply-chain reshoring, energy security concerns and rising protectionism are reshaping how investors approach global real assets
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Special ReportsHome is best: how supply chain shifts are reshaping logistics real estate investment
Onshoring has become an increasingly important global trend as companies reconsider the risks of relying on distant supply chains
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Special ReportsThe Iran energy crisis and global food security
The energy crisis triggered by the Iran conflict is spreading through the global food system
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Special ReportsNavigating disruption: can port investors still find a safe haven?
Wars, extreme weather and maritime chokepoint disruptions are redrawing global shipping routes and testing the resilience of port infrastructure
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Special ReportsInfrastructure investors power up on European energy security
Energy resilience and supply independence are emerging alongside climate goals as primary drivers of global investment behaviour
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Special ReportsSovereignty concerns add to the risks surrounding the data centre boom
Florence Chong examines what the risks around data sovereignty means for infrastructure investors
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Special ReportsDeglobalisation - Playing defence in Europe: Opportunities for real assets investors
Will European remilitarisation create opportunities for institutional investors? Christopher Walker investigates
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Special ReportsThe great transatlantic divide: US versus European real assets
As deglobalisation takes hold, Christopher Walker examines the relative attractions of Europe and the US for real assets investors
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Special ReportsWill European defence spending trigger a second logistics boom?
Real estate’s industrial sector looks set to benefit most directly from European defence spending. Christopher Walker reports
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Special ReportsEuropean energy security: Keeping the lights on
Is Europe’s precarious energy security an opportunity or a problem for infrastructure investors? Christopher Walker reports
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Special ReportsPorts and shipping: Headwinds and tailwinds for investors
Against a volatile geopolitical backdrop, leading investors in ports and shipping are also finding plenty of opportunities. Christopher Walker reports
