Supply Chain Shortages Present Challenges for Companies (Part 2)
June 02, 2021 at 15:13 PM EDT
By Doug Sandler, CFA Summary The economic re-opening has led to supply constraints which threaten growth. Historically, a combination of technological gains, human ingenuity, and labor and mix shifts have alleviated supply constraints. We view supply constraints as more of a speedbump and less of a...