MLIV QOD: Can Industrials Power Your Portofolio?

The video discusses investment opportunities in the industrial sector, particularly focusing on the Midwest of the United States. It highlights the potential benefits of investing in mid-cap industrials and the preference for US industrials over European ones due to exposure to positive secular trends like French shoring, near shoring, and the green transition. The US industrials have also benefited from legislative acts such as the CHIPS Act and the Inflation Reduction Act.

What market cap segment does the speaker suggest focusing on for investment opportunities?

• Large caps

• Mid caps

• Small caps

• Micro caps

What is the speaker's outlook for industrial investments as they head into next year?

• Pessimistic

• Optimistic

• Uncertain

• Cautious