With supply chain issues worsening, labour shortages, and a spike in energy prices, 2021 saw inflation rates rise to levels unseen in nearly four decades.
Supply chains have been disrupted by surprise events such as the Colonial Pipeline hack and Suez Canal blockage. How do investors manage the risks posed to commodities?
As nations lock horns in a geopolitical tug-of-war over global supply chains, the effects of RMB liberalisation and hasty tapering in the US could prove destabilising, warns Parag Khanna.