Pulse of Industrials: Demand Trends, Supply Chains, and M&A
Date:Â December 4, 2023
Moderator: Matt Woodruff, CFA – Head of Aerospace & Defense/Transports, ÂÒÂ׶ÌÊÓƵ
Panelists: Andrew Brady – Head of Chemicals, ÂÒÂ׶ÌÊÓƵ
Lauren Holland – Head of Paper & Packaging, ÂÒÂ׶ÌÊÓƵ
Chas Johnston, CFA – Head of Energy, ÂÒÂ׶ÌÊÓƵ
Wen Li, CFA – Head of Metals & Mining, ÂÒÂ׶ÌÊÓƵ
Summary:
- Manufacturing sectors have suffered through weak demand and dysfunctional supply chains. Our analysts provide insights on their sectors and credit picks into 2024.
- Sectors discussed include Energy, Chemicals, Metals & Mining, Paper & Packaging, Aerospace & Defense, and Transportation.
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