2024-05-10 07:00:00 ET
Summary
- The call to the post for the US manufacturing renaissance happened earlier than most realize.
- The growth of artificial intelligence and its role in automation, semiconductor chip foundry and data center construction, energy grid electrification, and increases in green energy generation, are all changing the US industrial landscape.
- We believe a deep understanding of US capital goods companies can help identify strong participants in this rerating horserace.
By Amit Dholakia, CFA, Senior Investment Analyst, Franklin Mutual Series ...
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The Rerating Horserace