Presentation overview 

Supply chains, inflation and the importance of quality

After a brief introduction to Walter Scott, this presentation will look at the causes of current supply chain disruption and what this might mean for the persistence of inflation, before going on to examine some case studies: businesses that have been negatively impacted as well as one or two that stand to benefit from the current situation.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. Past performance is not a guide to future performance.

Learning outcomes

One.

Gain a better understanding of Walter Scott's approach to investing. 

Two.

After a brief introduction to Walter Scott, this presentation will look at the causes of current supply chain disruption and what this might mean for the persistence of inflation, before going on to examine some case studies: businesses that have been negatively impacted as well as one or two that stand to benefit from the current situation. 

Three.

Gain a better understanding of what’s driven the recent uptick in inflation and its likely persistence. 

Four.

Gain a better understanding of how businesses have been responding to supply chain disruption.  

Five.

Gain insight into the attributes that can help make a company resilient in the face of cost inflation.

Fund information

Click here to access more information on Walter Scott's Long Term Global Equity Fund.