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The Future of the Industrial Sector, Infrastructure, & The Global Forces Driving Change

1 December 2020 2:00 PM GMT | 9:00 AM ET Virtual Event

Join CFRA’s team of expert analysts as we share insights on the global Industrials sector. During this session, CFRA analysts Chris Kuiper, Varun Venkatraman, and Elizabeth Vermillion will highlight the fiscal stimulus, impact of Brexit and the U.S. election outcome, evolving social and environmental priorities, and other drivers affecting Industrials. Attendees will learn 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 will include:

  • Major trends and the outlook for 2021 with impacts from fiscal stimulus, infrastructure spend, Brexit, and U.S. elections. 
  • Impact of the global pandemic, emergence of new technologies, and increased focus on automation and electrification along with other environmental, social and governance (ESG) drivers.
  • CFRA’s outlook on the Industrials industry and the companies to watch in the coming year(s), including our STARS coverage to help investors better understand trends and themes impacting their investments.

Presenters:

  • Paula Ruohoranta, Moderator
  • Chris Kuiper CFA, Senior Equity Analyst
  • Varun Venkatraman, Senior Equity Analyst
  • Elizabeth Vermillion, Equity Analyst

CFRA is a CFP Board sponsor. This session has been accepted by CFP Board. Please provide your CFP ID to receive credit.

Speakers 

Paula Ruohoranta

Moderator

Chris Kuiper CFA

Senior Equity Analyst, CFRA

Varun Venkatraman

Senior Equity Analyst, CFRA

 Elizabeth Vermillion

Equity Analyst, CFRA

 

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