DiscoverCapital Ideas PodcastEuropean industrials - innovation and tariff resilience explained
European industrials - innovation and tariff resilience explained

European industrials - innovation and tariff resilience explained

Update: 2025-11-25
Share

Description

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, 
many of these companies have changed beyond recognition in recent years. Equity investment 
analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels 
businesses in this part of the world have an innovation head start on peers around the world and 
are well insulated against any future tariff threat.

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com.

If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.


Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist


This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. 


For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq


To stay informed, follow us:

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4bahmD0

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Copyright ©2025 Capital Group

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

European industrials - innovation and tariff resilience explained

European industrials - innovation and tariff resilience explained