Michael Zezas: The G7 Meeting and its Impact on Markets

This podcast episode delves into the significance of the recent G7 meetings, emphasizing the emerging multipolar world as one of Morgan Stanley's major investment themes for 2023. The G7 communique stresses strengthening supply chains, averting the weaponization of cutting-edge technologies, and coordinating export controls. The US aims to reduce reliance on countries like China without resorting to decoupling or isolationism. Industries like manufacturing and tech face disruptions, while capital equipment and automation companies may thrive due to investments in resilient supply chains. This evolving multipolar world presents both challenges and opportunities for businesses.