Dan Rozier, Research Analyst at Lazard Asset Management, investment manager of Mid Wynd International Investment Trust plc (MWY), provides an in-depth overview of the global industrials sector, highlighting long-term growth drivers across robotics, semiconductors, aerospace and defence, IT services, and building materials. He explores competitive advantages, structural trends such as AI-enabled automation, the durability of growth models, and the rigorous research-led investment approach that underpins MWY’s portfolio decisions.
21 Nov 25