Nov 9, 2022
The deglobalization shift,
long-term opportunities we’re seeing in utilities, and what’s
interesting about gravel.
Highlights:
- Impacts of currency swings and a strong U.S. dollar at the portfolio and company level
- Why we’re shifting to more
domestic companies: E.g., Texas Instruments, Martin Marietta,
Paychex
- The long-term runway potential for utilities—and renewables: E.g., Southern Company, AEP, Amphenol, and Linde
- How we’re adding resiliency to prepare for any scenario: E.g., AmerisourceBergen, Hershey, Intuit, Verisk