27:49

EssentialThe Expert View

Industrial Strength: Making Sense of the Sector

Featuring Scott Davis

May 20, 2019 • 27 minutes

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Essential

The Expert View

Industrial Strength: Making Sense of the Sector

Scott Davis of Melius Research unpacks his view on the industrials.

Featuring Scott Davis

May 20, 2019 • 27 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. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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