Debate: How Strong Is the Trend Towards Reshoring of Manufacturing?

Featuring: Chris Semenuk, Investment Partner with Tema ETFs.

Is the trend towards reshoring due to recent stresses to the global supply chain or a trend that has been occurring regardless and now simply accelerating due to geopolitical considerations? One may be surprised at conclusions drawn.

Topics include:

• Broad overview leading to current globalized trade
• Highlighted vulnerabilities within the supply chain
• The reality of when the onshoring trend actually began
• The changing equation of Total Cost of Ownership as applies to produced goods

Referenced Speech: The Biden administration’s international economic agenda: A conversation with National Security Advisor Jake Sullivan | Brookings

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