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Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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Connor Fitzgerald, CFA

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6 min
Article
2025-10-31
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Inflation Volatility Geopolitical Commodities Industrials Quick Take
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Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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By

Nick Petrucelli

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Quick Take
2024-03-31
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