Vizzone said while many specific supply chains have been disrupted, both regionally and globally, ultimately there would be some form of recovery.
“International supply chains are not going anywhere any time soon,” he said. “But the environment is betting more complex.”
Vizzone said things were changing, and risks rising, particularly around international policy.
“But on the other end, in agri and food, actually we’re seeing a surge in trade,” he said. “Generally speaking, good opportunities are at the intersection of supply and demand, but more and more of that intersects with government policy.”
Going forward that mix will be more complex, bringing more risk, but more opportunity, Vizzone said.
“You need an agile business model and need to react to that environment very quickly,” he said.
Medard said companies that had embraced technology before the crisis had had a “leg up” on competitors, although noted the gap had closed quickly when the pandemic forced businesses to adapt.
“What we’re seeing is some of these five-year plans have just been implemented in the past five weeks,” she said. “Those that have fallen behind are quickly catching up.”
Shane White is Content Manager at ANZ Institutional
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