Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
Six positions added to portfolio in 2019
Focus on medical cannabis