CFRA’s team of expert analysts shared insights on the global Industrials sector. During this session, CFRA analysts Chris Kuiper, Varun Venkatraman, and Elizabeth Vermillion highlighted the fiscal stimulus, impact of Brexit and the U.S. election outcome, evolving social and environmental priorities, and other drivers affecting Industrials. Attendees learned how CFRA applies its Expectations Framework to analyse these market forces, uncover potential opportunities and risks for investors, and determine which companies are most likely to benefit.
Key topics of discussion included:
Presenters:
Speakers
Paula RuohorantaModerator |
|
Chris Kuiper CFASenior Equity Analyst, CFRA |
|
Varun VenkatramanSenior Equity Analyst, CFRA |
|
Elizabeth VermillionEquity Analyst, CFRA |