January 6, 2025 05:02 AM GMT Multi-Industry | North America 2025 Outlook: More Similar Than Different See a return to positive revisions in 2025 behind sustained capex strength & tariff tailwinds. We maintain an Attractive view on US Industrials into 2025. The core pillars of the "Back to GDP +3" thesis from our early September launch have only strengthened — namely stronger & more durable growth behind Improved ROI on Efficiency + US Reshoring. Evolving geopolitics + a Trump presidency signals rising prote ...