Liam Burke covers diversified industrials that are global in nature. Most of his names are market leaders. Mr. Burke says stocks have performed well this year. He also says valuations on many industrial names have become high. Mr. Burke’s expectations are modest into 2017. He says the industry has been in a fairly low-growth environment, which is likely to continue. He adds that the bright spots are North America, in particular the automotive, housing and nonresidential construction areas.
Full interview available here.
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