European industrials - innovation and tariff resilience explained
Capital Ideas Podcast25 Marras 2025

European industrials - innovation and tariff resilience explained

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector,
many of these companies have changed beyond recognition in recent years. Equity investment
analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels
businesses in this part of the world have an innovation head start on peers around the world and
are well insulated against any future tariff threat.

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