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New anchors reshaping supply chains: Opportunities for investors.

Executive Summary

  • Our pulse survey of 150 senior executives across North America, Europe and Asia reveals that supply chain rebalancing is among the top priorities for businesses. As global supply chains evolve, businesses are rebalancing to not only mitigate risks but also capture opportunities.
  • High costs and a lack of capabilities are the biggest obstacles to rebalancing. While rebalancing is costly, inaction is costlier.
  • The markets that are expected to grow in importance for future supply chains have only small weightings in the global and regional equity market indices. Investors may need to take a more focused approach to exploit the alpha potential from the global rebalancing theme.

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  •   27 June 2024
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