Investment Insights - April 2020

Assessing Global Supply Chain Risk

With the breakout of COVID-19 and the continuing ripple effects it is having across economies globally, we examine what this means to us as long-term investors. 

With the breakout of COVID-19 and the continuing ripple effects it is having across economies globally, we examine what this means to us as long-term investors. Specifically, how we assess the risks to our portfolios from the virus’ impact across industry supply chains. First it is important to assess industry and company risk across the whole value chain and watch out for companies exposed to supply chain risks.

 

 

Past performance is no indication of future performance.

Legg Mason Asset Management Australia Ltd (ABN 76 004 835 849 AFSL 240827) is part of the Global Legg Mason Inc. group. Any reference to ‘Legg Mason Australia’ is a reference to Legg Mason Asset Management Australia Limited. The information in this article is of a general nature only and is not intended to be, and is not, a complete or definitive statement of the matters described in it. The information in this article does not constitute specific investment advice and does not include recommendations on any particular securities. These opinions are subject to change without notice and do not constitute investment advice or recommendations.