As chief investment officer of logistics at XPO Logistics, a New York Stock Exchange-listed supply chain specialist, Mark Manduca knows a thing or two about the movement of goods.
Manduca is a CFA and has an extensive background in finance, having previously been a managing and associate director of equity research at both Citi and Bank of America Merrill Lynch (now BofA Securities).
Listen to the interview:
Speaking to Opto Sessions this week, Manduca explored some of the effects of globalisation on returns, manufacturing complexity, and how developments and innovation in logistics were thriving in the e-commerce world.
“What you’re seeing at the moment in terms of the bottleneck that exists across the world, the logjam that we’ve got, from a shortage of containers… to labour inflation, all the way through to the bottlenecks that we’re seeing in the trucking market,” Manduca tells Opto Sessions.
“Manufacturing has become so complicated… The phone in your pocket, ultimately, involves roughly 43 countries for it to be put together. If one piece of that chain breaks, because say a plant gets COVID-19 … the whole chain breaks with it”
“Manufacturing has become so complicated… The phone in your pocket, ultimately, involves roughly 43 countries for it to be put together,” he points out. “If one piece of that chain breaks, because say a plant gets COVID-19 … the whole chain breaks with it.”
To hear how Manduca thinks innovation, such as robotics and vision technology, will continue to change the world of logistics, listen to the full episode of Opto Sessions.
Listen to the full interview and explore our past episodes on Opto Sessions.
Disclaimer Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.
CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
*Tax treatment depends on individual circumstances and can change or may differ in a jurisdiction other than the UK.
Continue reading for FREE
- Includes free newsletter updates, unsubscribe anytime. Privacy policy
