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In this video with Fox Business Network, Richard Bernstein from our Partner Richard Bernstein Advisors explains why he believes deglobalization is the most important theme for the markets over the next few years. As many countries in Europe, including France, have witnessed recently there is a trend away from globalization and towards more nationalistic policies. Nationalistic policies tend to close off competition and increase prices, the opposite of what we saw in previous years when globalization increased competition and reduced prices (and therefore inflation). As Richard explains, this theme is likely to lead to re-industrialization in the US where small and mid-sized industrial companies that are domestically focused will provide the most attractive investment opportunities. Watch the video here: https://lnkd.in/ec_3cA5h

Small caps forecasted to grow faster than Magnificent 7: Richard Bernstein | Fox Business Video

Small caps forecasted to grow faster than Magnificent 7: Richard Bernstein | Fox Business Video

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