it's easy to make drama out of a modest crisis.— it's easy to make drama out of a modest crisis. , , , , , , , ., modest crisis. the supply issues and the driver shortages _ modest crisis. the supply issues and the driver shortages are _ modest crisis. the supply issues and the driver shortages are happening l the driver shortages are happening in part because of covid and brexit, or in part because of younger workers aren't keen to be drivers. other global factors matter too, like us and china trade tensions. the world's economy is changing at the same time. here is an investing manager. the same time. here is an investing manauer. , ,, ., ., the same time. here is an investing manaael’, , ,, ., ., ., manager. this speaks to a new trend we're seeing — manager. this speaks to a new trend we're seeing which _ manager. this speaks to a new trend we're seeing which is _ manager. this speaks to a new trend we're seeing which is a _ manager. this speaks to a new trend we're seeing which is a partial - we're seeing which is a partial reversal in _ we're seeing which is a partial reversal in the _ we're seeing which is a partial reversal in the globalisation . we're seeing which is a partial- reversal in the globalisation that's dominated — reversal in the globalisation that's dominated the _ reversal in the globalisation that's dominated the last _ reversal in the globalisation that's dominated the last 30 _ reversal in the globalisation that's dominated the last 30 years - reversal in the globalisation that'sj dominated the last 30 years that's kept prices — dominated the last 30 years that's kept prices low, _ dominated the last 30 years that's kept prices low, as— dominated the last 30 years that's kept prices low, as a supply- dominated the last 30 years that'sj kept prices low, as a supply chains have _ kept prices low, as a supply chains have been— kept prices low, as a supply chains have been optimised, _ kept prices low, as a supply chains have been optimised, and - kept prices low, as a supply chains have been optimised, and eyes - kept prices low, as a supply chainsl have been optimised, and eyes that started _ have been optimised, and eyes that started to _ have been optimised, and eyes that started to break _ have been optimised, and eyes that started to break down, _ have been optimised, and eyes that started to break down, we're - started to break down, we're seeing all these _ started to break down, we're seeing all these symptoms— started to break down, we're seeing all these symptoms emerge - started to break down, we're seeing all these symptoms emerge in. - started to break down, we're seeing all these symptoms emerge in. thisj all these symptoms emerge in. this is a story that _ all these symptoms emerge in. is a story that goes beyond brexit. that doesn't mean brexit isn't a factor. this was designed in part to reset how labour works in the uk. it's not doing that, and how the uk response is in part shaped by that