Rob Hinchliffe, PineBridge Investments
Rob Hinchliffe, PineBridge Investments
19 July 2023
Bigger Picture: Three capex themes driving Alpha
Rob Hinchliffe, Portfolio Manager, Head of Global Sector Cluster Research, PineBridge Investments discusses some of the key investment themes including how near-shoring and “friend-shoring” are gaining traction, an increase in factory automation as well as net-zero spending ramping up.
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