Global investment themes: Industrials - Europe

Part of a series of updates on our Global strategies' investment themes, Portfolio Manager John Whelan describes:

  • what attracted us to European Industrial stocks 

  • the current status of the theme

  • what role the theme plays in the portfolio. 

The content reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.

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