Revisiting The Forgotten Case For Industrials – ValueWalk Premium

Revisiting The Forgotten Case For Industrials

Global Economic Improvement and Spending Plans Should Benefit

The industrials sector has seemingly fallen in to the shadows as 2017 has gotten underway, following a strong showing in 2016. The sector has appreciated 6.5% year-to-date, below the 7.0% rise in the S&P 500 Index, and represents only the seventh-best growth of all eleven sectors in the index. This is a bit surprising given President Trump’s focus on stimulating the economy via a large infrastructure spending plan. In his address to Congress on Tuesday, Trump promised to spend $1 trillion on . . .


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