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UBS On-Air: Market Moves

Top of the Morning: US Industrials Sector - Update & outlook

01 Apr 2024

Description

Our conversation outlines the thesis behind CIO’s most preferred view of the US Industrials sector. We also touch on sub-sector preferences, investment themes, and headwinds associated with the sector. Featured is Nathaniel Gabriel, Industrials & Materials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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