Section
industrials
5 posts
Visible Earnings: Why the Defense Sector's Structural Cycle Is Just Getting Started
Global rearmament, longer-duration contracts, and a new class of defense technology companies are converging into one of the most compelling multi-year investment theses institutional analysts have identified in a generation.
Helium Is Elementary
A light element has a heavy industrial need.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…