March 2025 Market Brief – Divergent Deglobalization

With the tariff war heating up from a simmer to a boil, it’s a good time to take a step back and look at how the world has shifted in the last few decades. The trend of de-globalization and onshoring (or near-shoring) has been accelerating since the global financial crisis and moving even faster in a post-COVID world. The pandemic showed just how vulnerable far-flung supply chains can be to disruption, which caused many companies to begin building in redundancies and bringing manufacturing closer to home. We would argue that peak global trade happened in the early 2000’s and since then, the world has been shifting away from free global trade.

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CNBC Worldwide Exchange – Greene: Technological advancements and lower costs lead to increased adoption and demand

Victoria Greene, founding partner and CIO at G Squared Private Wealth, discusses the recent market sell-off and emphasizes Jevons Paradox, explaining that technological advancements and lower costs lead to increased adoption and demand.

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