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Industrials

The Industrials Sector includes companies whose businesses are dominated by one of the following activities: The manufacture and distribution of capital goods, including aerospace & defense, construction, engineering & building products, electrical equipment and industrial machinery. The provision of commercial services and supplies, including printing, employment, environmental and office services. The provision of transportation services, including airlines, couriers, marine, road & rail and transportation infrastructure.

Reasons to Invest in the Industrials Sector

  • Performance sensitive to economic cycles
  • Part of a sector rotation strategy (i.e., early and mid-phase of the economic cycle)
  • Potential exposure to a secular investing theme such as global infrastructure replacement

Investment Tools

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