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Deutsche Bank report focuses on US industrials sector ETF investing


Deutsche Bank’s US equity strategist, David Bianco, has upgraded the industrials sector from underweight to overweight based on an expected increase in business investment, strong capex, attractive valuations, and a favourable view on long-term emerging markets growth coupled with a soft landing for Asia.

At an industry level, the following industries have an overweight rating: aerospace and defence, electrical equipment, industrial conglomerates, and machinery; while these other industries have an underweight rating: airlines, building products, commercial services and supplies, and trading companies and distributions.

Deutsche Bank (DB) has published a guide for US industrials sector exchange-traded fund investing providing ETF recommendations for implementing positions in the industrials sector and the aerospace and defence industry. Besides having good product characteristics, DB focuses on finding the most representative exposure and attractive valuations, and recommends XLI and VIS for the industrials sector and ITA for the aerospace and defence industry.

The report also present details for all 14 non-levered long US industrials ETFs listed in the US, with additional in-depth analysis for the six broad diversified industrials and the three aerospace and defence products. This information can be used as a guide for industrials ETF investing.

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