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Total return Fixed income Credit Wealth Program USA Article Industrials
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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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Japan Equity Automation Wealth Program Global Industry Research Industrials Article
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Japan’s factory automation sector: Poised for a significant upturn?

Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.

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Takuma Kamimura

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5 min
Article
2025-10-31
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