Supply side rebalancing is changing investment landscape

3 November 2021

As markets’ supply side begins to rebalance against increased demand, Kirsty Desson, investment director, Global Small Caps, abrdn, discusses making the case for the ‘price-setters’, the quality growth names. Since 2020, demand for almost everything has been on a tear. Both consumers stuck at home and corporations flush with cash have increased their consumption, fuelled...