global supply chains

History tells us that geopolitics rarely matters for markets, except when it does, and then it’s the only thing that matters. Recent announcements from Western...

Inflation has received a lot of attention in 2022 and the impacts have been pretty widespread so far. For example, supply shortages have resulted in product mark-ups...

Right now it feels like inflation is everywhere. At the petrol pump, in the supermarket, at the butcher especially. Indeed, inflation prints particularly in the US are...

One is inflation, second is COVID, third is debt on both public and private balance sheets. Here we provide a few factors we've been considering at Pella Funds...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...

As global supply chains remain stretched, fund manager Franklin Templeton recently assembled a handful of its economists to debate China's cooling economy, inflation,...

'One swallow does not a summer make'... but with shipments for the Black Friday sales (in the US) and Christmas shopping now largely in transit on ocean shipping...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...

We are now in Spring – and appropriately enough for a traditional time of growth and harvest, let’s discuss food. Throughout history, the development of our society...

Supply chain issues were cited by company management numerous times during the recent reporting season and were attributed as one of the key reasons behind operational...

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease. But delivery times remain elevated, and we see inflationary...

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...