2021 Inflation: a contrarian view – Supply chains & inventory cycle | Nucleus Investment Insights

In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation.

The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity of tomorrow.

Topics covered:

  • Purchasing Managers’ Index: booming
  • A typical inventory cycle
  • Today’s inventory / sales
  • Retail sales
  • Capacity expansion?

View the presentation slides


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Tim Fuller is Head of Advice at Nucleus Wealth.

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