27:49
Essential
•The Expert View
Industrial Strength: Making Sense of the Sector
Scott Davis of Melius Research unpacks his view on the industrials.
Featuring Scott Davis
May 20, 2019 • 27 minutes
Scott Davis of Melius Research unpacks his view on the industrials. Davis makes the overall case for the sector, discusses how industrial stocks are deeply entwined with national economies, and explains how his overall thematic and macroeconomic views are related to individual names. Filmed on May 1, 2019 in New York.
Show MoreSubject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.
More EpisodesSubject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.
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