The End of Declining Capital Intensity

Opinion by Robert M. Almeida, Global Investment Strategist at MFS

Date:

Photo courtesyRobert M. Almeida, Global Investment Strategist at MFS
  1. Due to globalization, capital intensity has been on the decline for decades
  2. That trend is reversing as companies shift supply chains and increase capex
  3. Some companies will navigate the shift well, many will not