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…
JPMorgan’s Erdoes From Delivering Alpha: How The Pandemic Is Triggering Deglobalization
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.