Posthaste: A ‘tectonic’ shift in the way the world does business is underway, and investors aren’t ready

There is a “tectonic” shift happening in the way the world does business, and investors aren’t prepared, says BofA Global Research.

Tariffs are part of the reason for the shift back home, but also new automation has made labour costs cheaper in home countries, making outsourcing less attractive. And tax arbitrage has narrowed, said BofA. The survey also found almost universal intent to use automation. BofA had forecast a doubling of industrial robots by 2025; it now believes that may be conservative. Its economics team expects a cyclical recovery in U.S. manufacturing by the mid-2020s, but warns that investors are not yet positioned for that change.

THANKS ALOT TRUDEAU!

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