US Industrial Revival Touted as Top Investment Theme for Coming Years
• The "US industrial renaissance" will be the top investment theme of the coming decades, according to Richard Bernstein Advisors • Overreliance on foreign trade has increased over the past decade, made worse by the pandemic exposing global supply chain vulnerabilities • Bernstein says US policies have undermined the country's independence, with both parties neglecting return on investment • Reindustrialization of America should be a top focus for investors in coming years as the country shifts away from foreign dependence • Bernstein expects both Democrats and Republicans to finally prioritize domestic investment and infrastructure