Supply Constraints - Evenlode Global Investment View
Play • 6 min

Last month we discussed the challenges that global companies are seeing in managing their cost bases in the face of input cost inflation.

These and other worries have hit equity markets, with stocks declining in part due to diminished expectations of profitability.

US retailers have been a particular focus, with the share prices of Target and Walmart falling sharply as they reported weaker than expected margins.


Please note, these views represent the opinions of the Evenlode team as of May 2022 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

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