The Weakest Links in the Global Supply Chain: Part II

In continuing our discussion on the current global supply chain crisis, we've seen that companies have been considering onshoring many of their production centers in order to keep up with slowdowns in deliveries from international ports. Deglobalization was an issue even before the pandemic started, due to ongoing trade wars, but would that solve some of the issues that the crisis has presented? And what are the key ESG factors that come into play when managing with a workforce overseas? In the next chapter of this supply chain series on Disruptive Forces, Marco Spinar, Portfolio Manager for Emerging Market Equities, speaks with Anu Rajakumar to share his insights on how emerging countries are managing in the crisis, how companies with offshore labor are implementing best ESG practices and what the opportunities are across production hubs globally.

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