Seasoned investor sees value in globally exposed industrials

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Andrew Stanley, Head of Australian Equities at Ralton Asset Management sees value in globally exposed industrials that are investing for the future. “Companies that are actually reinvesting to grow their business, even at this point in the cycle, to us are attractive because they will keep growth coming through in years to come.” Stanley highlights names such as Brambles limited (ASX:BXB), Incitec Pivot (ASX:IPL) and Amcor Limited (ASX:AMC) as comapnies he likes in the industrials space. Considering the current economic environment Stanley also favours the education and tourism sectors. Watch the video below as Stanley shares a review of the stocks he likes in the tourism sector.


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