A Value View - The Merchants Trust PLC Podcast

Out of Time For Just-In-Time?

November 02, 2021 AllianzGI Investment Trusts Season 1 Episode 18
A Value View - The Merchants Trust PLC Podcast
Out of Time For Just-In-Time?
Show Notes

Supply issues have been in the spotlight of late. Where companies had got used to ‘just-in-time’ supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean we’re not out of the woods yet in terms of economic recovery, and wary of inflationary pressures building up, Simon Gergel describes how he’s trying to look past the short-term noise.

Produced and recorded by Lansons at the Lansons studio in Farringdon, London.