The fall of the Berlin Wall marked the beginning of a major shift towards globalization. In the years since, we have seen increased interdependence between the world’s economies, increases in trade between nations, and a growing number of corporations operating on a global scale. But events over the last decade—increasing competition between the U.S. and China, trade wars, concerns about vulnerabilities in the global supply chain in a post-COVID world, the Russian invasion of Ukraine, and China strengthening economic ties with Russia—could mean that we are moving towards deglobalization. What does that mean for U.S. capital markets and your portfolio?
On Wednesday, August 10, we held a webinar to discuss these big-picture items with Anu Gaggar, CFA, FRM, Vice President & Capital Markets Strategist at Fidelity Investments. Anu and Gerald shared their insights into:
Gerry Goldberg, JD, CIMA® is CEO and Co-Founder of GYL Financial Synergies, where he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients in areas that include investment policy, asset allocation, and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans. Gerry lectures and authors articles on various investment-related topics, and has served as an adjunct professor in the MBA Program at the University of Hartford.
Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm, Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010–2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”
Gerry obtained his JD from George Washington University and his BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton. He holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute™ (formerly known as the Investment Management Consultants Association®), and taught in conjunction with the Wharton School at the University of Pennsylvania
Anu Gaggar, CFA, FRM is a vice president with the capital markets strategy group at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Ms. Gaggar is responsible for formulating and sharing Fidelity’s capital market views with Fidelity Institutional’s clients in the intermediary channel. Prior to assuming her current position, Ms. Gaggar was a global investment strategist with Commonwealth Financial Network, where she provided strategic and tactical views of economic and market analysis. She earned her MS in finance from Boston College and MBA in finance from NMIMS in Mumbai. She is also a Certified Financial Analyst (CFA®), Certified Financial Risk Manager (FRM®), and Certified Financial Planner (CFP®).
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