Tag Supply Chains

The Silly, the Uncertain and The Time to Look Elsewhere moments around us..

It’s silly season in the UK as the queues lengthen at petrol stations, raising fascinating questions about how the pandemic has changed behaviours, the pricing of corporate credit and equity fundamentals. In Europe the power vacuum left by the last days of Merkel is set to deepen. China’s property meltdown should be making investors look elsewhere and into new Emerging Markets for future growth.

Worry About the Real Stuff

There are plenty of positive news stories emerging as the global economy reopens, but also an increasing number of real-world tangible threats emerging. The Pandemic has affected economies from top to bottom, and many issues won’t be resolved overnight. For markets the issues to consider aren’t just inflation or market bubbles, but how supply chain issues and instability could continue to impact sentiment.