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Alpha Sector report - Industrials: Lean and hungry

Alpha Sector report - Industrials: Lean and hungry

The bulk of UK-quoted industrials have proved to be dab hands at navigating downturns. Many were forced to reassess their business models and put their houses back in order after several years of muted capital spending. Cutting unnecessary fat out of operations and retuning growth strategies has left them better positioned to prosper as manufacturing activity spending shows signs of gradually picking up – and equally less susceptible to waver should the recent bullish outlook on the global economy prove to be short lived again. Rewards await those investors able to distinguish the adaptable leaders from the out of shape laggards.

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