Report
Bottlenecks
Oddly enough , despite the fall in activity due to the COVID crisis, bottlenecks are now slowing the recovery. These bottlenecks concern: Commodities (oil, metals), due to insufficient investment and supply; Semiconductors; Skilled employment and manufacturing skills, due to the shortcomings of education systems; Maritime transport (driving up freight prices sharply); And of course healthcare systems (hospitals, vaccine production, etc.). The crisis has thus revealed a shortfall of investment in physical and human capital.
Provider
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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