global supply chains

For over a decade conditions for most asset classes could hardly have been better with low interest rates and benign volatility. This was underpinned and turbo charged...

It seems just about everything’s being blamed for supply chain issues these days, even the neighbour’s barking dog. But if you’ve tried to buy a new car or a...

The relative fragility of the global supply chain has been revealed by COVID-19-induced lockdowns, labour shortages, extreme weather, and more writes Cromwell's Peta...

It is one thing to run out of cars and have to wait a few extra months for your new Volvo, but what happens if we run out of food? A recurring theme since the onset of...

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,...