War in Europe comes at a time when the global economy was just emerging from the COVID-19 pandemic.

Supply chain issues are making headlines, particularly as consumers are seeing prices rise and delivery times lengthen amid product and component shortages. International equity investors Gareth Williams and David Vos offer four Investment takeaways.

The busy retail season is in full swing, but what can investors make of the longer-term outlook for consumer stocks? Sophie Steel of BlackRock Fundamental Equities looks beyond the seasonalities to three factors that are reshaping the opportunities across consumer sectors.