Veev
- The "US industrial renaissance" will be the top investment theme of the coming decade, Richard Bernstein Advisors said.
- Overreliance on foreign trade has intensified in the past decade, exacerbated by the pandemic's exposure of global supply chain vulnerabilities.
- Bernstein blames US government policies for undermining the country's independence, with both parties equally neglecting the need to prioritize return-on-investment.
The reindustrialization of America should be the top focus for investors in the coming years, as the country's "industrial renaissance" is a matter of utmost importance to economic security, Richard Bernstein Advisors wrote in a note this week.