Search Results | Showing 41 - 50 of 158 results for "Supply chains" |
| | | ... Impact Climate Solutions (LOGICs) Fund. Rest believes these investments will benefit from the deglobalisation of supply chains, the decarbonisation of the economy, and the digitalisation of commerce and retail. "We've also made a $1 billion commitment ... |
| | | | ... "However, we're still seeing investment opportunities in the climate transition, governments pushing to diversify supply chains, and the potential productivity benefits from the adoption of AI," she said. She emphasised a focus on remaining nimble, ensuring ... |
| | | | ... issues during the COVID pandemic forced many companies to adopt a 'China Plus One' strategy, diversifying their supply chains out of China," the report said. This resulted in emerging markets benefiting from new trade partners and opportunities. Reynolds ... |
| | | | ... a broad range of opportunities across emerging markets outside China that may warrant a separate allocation. "As supply chains are globally rewired, countries such as India, Mexico, and Brazil are capitalising on reshoring or friendshoring, while South ... |
| | | | ... global conflicts, China's stimulus inflating commodities, and an acceleration in deglobalisation, such as shifting supply chains to domestic or friendly sources, could be triggers." Morningstar senior equity analyst Adrian Atkins said that the rally ... |
| | | | ... worldwide economic and geopolitical factors." Lill added that other drivers of demand included the re-onshoring of supply chains and the continued expansion of e-commerce retail. Rest's impact investments include unlisted infrastructure-focused Palisade ... |
| | | | ... have diversification across industries and across geographies. The changing global cost of capital and shifts in supply chains underscore the importance for investors to closely monitor their impact on high dividend-paying shares." Globally, 86% of companies ... |
| | | | ... understand the markets and make profitable trades. He noted that geopolitical turmoil is also disrupting traditional supply chains, leading to the rerouting of commodity flows and shifting relative commodity values. "Inflation and higher interest rates ... |
| | | | ... goods was strong, resulting in a sharp increase in prices for many goods. Then, as the pandemic's effects on supply chains were starting to ease, Russia's invasion of Ukraine led to spikes in energy and some food prices," she said. Headline inflation ... |
| | | | ... third-largest economy and is set to benefit from generational macro-tailwinds, including the re-shoring of global supply chains back into the US heartland," he explained. "We are pleased to be providing access to that market to Australian investors through ... |
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