On Global Supply Chains

What allocators must know about the new global economy

The world economy continues to change and, alongside talk of deglobalization, we now read about disruptions of supply chains and the implications of these disruptions to economic activity. To help investors get to the bottom of this important topic, we have put together this collection of timely insights into the global supply chain ecosystem.

Global Supply Chains: Lessons from a Decade of Disruption (Bruegel)

After decades of rapid expansion of global supply chains, the last decade has seen a series of major shocks that disrupted their functioning.

A New Dataset for Global Value Chain Analyses (VoxEU)

Despite the shocks impacting the global economy and straining supply networks, there have been no clear signs of outright deglobalisation so far.

Global Supply Chains and U.S. Import Price Inflation (FRBNY)

As supply chain pressures have eased, import prices have fallen, and data shows that idiosyncratic supply shocks have been responsible for price declines in 2023.

Global Supply Chain Pressures – Is it Different This Time? (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

Are global supply chains more fragile than before? How have they become stronger in recent years?

Emerging Markets Equity: Diversifying Supply Chains (Franklin Templeton)

For compliance reasons, this paper is only accessible in certain geographies

China is no longer a reliable partner for the world's supply chains. Companies are looking toward other emerging markets.

Quantifying Water Risks in the Apparel Supply Chain (Planet Tracker)

Much of the apparel supply chain is already operating in areas of moderate to high water stress. This presents a risk to the industry.

Global Supply Chains and Canadian Markets (Global Risk Institute)

For compliance reasons, this paper is only accessible in certain geographies

There have been significant changes in geopolitical and geoeconomic relations and tensions recently. This has long-term implications for the Canadian economy.

Building America’s Mineral Supply Chain (Wall Street Journal)

The U.S. EV industry is looking toward U.S. mines to create their new supply chains, rather than relying on foreign ones. Find out why.