History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.

Manufacturing reshoring by global multinationals is key to economic development in frontier and emerging markets. Understanding the shifting dynamics can be critical to investment decision-making at both the country and sector level.

Are supply chains fixed or broken? In the second half of 2024, firms are having to deal with logistics network volatility. Heading into 2025, political and regulatory risks provide risks and opportunities for investors.

Investors must pay close attention to emergent supply chain disruption events, including those caused by mother nature. Four real-world examples reveal both exposure and impact of weather-related disruptions.

There's no such thing as "normal" for supply chains. The challenges for 2024 and 2025 that echo the past include logistics network disruptions, geopolitical risks and the cash costs of environmental policies - which make investing in supply chain security more important than ever.

Supply chain inflation has become an increasing preoccupation for economists, corporations and governments, as freight costs have accelerated, commodity prices increased and import prices returned to inflation.

Tough conditions in global supply chains in Q1 2021 - congested logistics networks, continued demand growth and cost inflation - will take much of Q2 2021 to unwind.

Supply chain decision makers must continue to focus on mitigating risk in 2021, not maximising growth. Political risks outbalance opportunities.

Supply chain decision makers must continue to focus on mitigating risk in 2021, not maximising growth. Political risks outbalance opportunities.

The US-China trade deal was supposed to settle global trade uncertainty in 2020. Nothing could be further from the truth. Diversified supply chains are vital to minimising VUCA risks into the 2020s.