Industrial Strength: Making Sense of the Sector

Published on
May 20th, 2019
Duration
28 minutes


Industrial Strength: Making Sense of the Sector

The Expert View ·
Featuring Scott Davis

Published on: May 20th, 2019 • Duration: 28 minutes

Scott Davis of Melius Research unpacks his view on the industrials. Davis makes the overall case for the sector, discusses how industrial stocks are deeply entwined with national economies, and explains how his overall thematic and macroeconomic views are related to individual names. Filmed on May 1, 2019 in New York.

Comments

Transcript