The pandemic has been blamed for disrupting the global supply chain and stoking inflationary pressures. But other issues have contributed to our supply-chain woes. Rising prices can lead to downward pressure on stocks, but we believe staying focused on long-term objectives will help withstand any headwinds. We won’t make major shifts in our models to guess what might come next, but we continually review our portfolios to look for opportunities and areas than can be tweaked.
Read about the reasons for supply chain disruptions and where we go from here in the latest Markets in a Minute.
Matt Childs and Andrew Henry