It’s been a volatile start to the year for the industrials and materials sectors. But strong second-quarter earnings from a few key industrial players, and optimism for copper around China’s reopening are just some of the factors driving positive sentiment around the two sectors. So, why should investors be looking at industrials and materials? And how could electrification impact them? We’re joined today by two of Fidelity’s Equity Research Analysts, to discuss what’s shaping the industrials and materials landscape. Robert Reynolds and Claire Fleming, Equity Research Analysts, join host Bryan Borzykowski today, to unpack all of this and more, including how they define a good investable company, and how their role supports the portfolio managers and others on the investment team.

Recorded on April 28, 2023.

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