Investing in the US industrial renaissance
11 January 2024
The US economy is amid what some are calling the ‘Industrial renaissance’. There are three secular drivers behind this renaissance – the need to rebuild America, the trend towards deglobalisation and the continued transition towards green energy. Here our expert global equities partner, Northcape Capital, examines each of these three drivers and shares their thoughts on how the Warakirri Ethical Global Equities Fund could stand to benefit.
