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In the past decade, global trade as a percentage of total GDP has plateaued. While both the global economy and global trade have grown over this period, trade has become a less important driver of economic growth. This sparks the interest whether globalisation has peaked. Painful examples of the fragility of the global supply chains in the aftermath of the pandemic amplify this spark. It has created a trend of companies moving production back closer to where it is consumed. However, these types of anecdotal evidence indicating a clear trend of deglobalisation might be premature. During our Annual Dinner we are going to explore multiple points of view regarding global trade and capital flows and give an informed expectation of the impact on investment portfolios. With key note speeches by Richard Baldwin, professor of international economics at the Graduate Institute of International and Development Studies in Geneva, and Marieke Blom, Chief Economist and Global Head of Research at ING, expertly moderated by Tom Jessen
Date: 13 September 2023
Location: Hotel Okura, Amsterdam