global supply chains

Latest news and analysis on global supply chains

Macro

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
Macro

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
Kate Samranvedhya
Jamieson Coote Bonds
Equities

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
Macro

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
Alastair MacLeod
Elston Asset Management
Macro

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
Anthony Doyle
Firetrail Investments
Equities

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...
Anthony Kavanagh
Chester Asset Management
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