British Industry on US exchanges

British Industry on US exchanges
Components Performance/Risk
Period Return
13.0%
Return Rank
Below Average
Risk Exposure
Average Risk

With our selective approach, the theme highlights the critical importance of the aerospace and defense industries, including closely related businesses of engineering and fluid control specialties, in the UK economy

We observe that the close industrial integration of aerospace in Europe (with France and Germany) – though absent from public discourse – is not likely, and certainly should not be dissolved by any form Brexit might take in the coming years.

The future of the sector, of paramount importance to the British government, depends on deepening relations with European partners, no matter what political posturing is deemed unavoidable in the short term

We include Melrose Industries because the investment company specializes in the acquisition of underperforming businesses, with a special focus on engineering, metering and power generation, signaling potential future developments of UK industry

We hope to further discuss UK industries (chemical specialists, construction and infrastructure…) as the reality of UK-EU relations becomes incontrovertible

Performance History
Components Performance/Risk
Weights by Industry
Industry Performance/Risk