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.
Can China recover from its slowdown?
How history can provide answers to today's tariff stand-off
Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.
Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
GDP contracted in Q2
Europe's run of poor manufacturing and trade data continued in June.
Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.
Capitalising on local companies
New contenders for investment opportunities
February posted 0.2% growth
Political uncertainty driving up purchases
Levies suspended - but how long will US-China detente last?
Shifting sands in Asia
Trump showing no signs of backing down
Increased share buybacks
'Nobody wins in a war'
On 70th anniversary of India's independence
Some companies trading at 50% discount
Pieter Busscher, portfolio manager of the RobecoSAM Smart Materials fund, looks at the manufacturing and technological innovations - from robots to 3D printers - which will continue to push production ahead, despite the significant decline of raw materials...