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How the Industrials Complex is Coping with Conflict

March 11, 2022

 

Senior Industrials Analyst Hannah Whang and Portfolio Manager Pawel Wroblewski join Jeff Schulze to discuss the near-term and secular impacts on industrial companies due to the Russia-Ukraine conflict. Hannah provides perspective on the likelihood of increased defense spending in Europe while Pawel highlights the region’s stepped-up focus on energy security and procuring more renewable energy sources.

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