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Market Wraps
global supply chains
Latest news and analysis on global supply chains
Macro
November 10, 2021 15:27
A key cause of inflation may be turning
'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...
Alastair MacLeod
Elston Asset Management
November 10, 2021 15:27
Macro
September 28, 2021 15:52
The transitory debate – where will inflation settle by mid-2022?
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...
Kate Samranvedhya
Jamieson Coote Bonds
September 28, 2021 15:52
Equities
September 23, 2021 09:24
We all need to eat: 3 ETFs to play this indispensable theme
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...
Max Pacella
Rest Super
September 23, 2021 09:24
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Macro
September 13, 2021 10:55
What's with the Global Supply Chain issues? Two reasons why they may stick around.
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...
RMD
Resmed Inc
ASX:RMD
Followed by
640
people
RMD
Resmed Inc
ASX:RMD
Followed by
640
people
Alastair MacLeod
Elston Asset Management
September 13, 2021 10:55
Macro
August 19, 2021 11:12
A pain in the bottleneck for supply chains
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...
Anthony Doyle
Firetrail Investments
August 19, 2021 11:12
Equities
May 22, 2019 09:23
A different kind of protein
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...
SHV
Select Harvests Ltd
ASX:SHV
Followed by
72
people
SHV
Select Harvests Ltd
ASX:SHV
Followed by
72
people
Anthony Kavanagh
Chester Asset Management
May 22, 2019 09:23
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