US equities: Time to get behind enablers of electric automotive industry

Deep Dive into US equities

clock • 4 min read

In fast-changing industries, it is not always easy to know which companies offer the most promising investment opportunities.

Often, the best way to invest is to own the enablers of change, or what we call the ‘picks and shovels' providers - a concept that goes back to the gold-rush days of the mid-19th century. While many miners experienced disappointment in their search for gold, the people selling the equipment were far more prosperous as they sold more picks and shovels to each new wave of prospectors. Rathbones bullish on US equities but cautions on Biden tax plans Living in the Connecticut suburbs, my inner farmer has been alive and well for years. The news that Ford (not held in our portfolio) is ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

BlackRock launches US mega-cap ETF in Europe
US

BlackRock launches US mega-cap ETF in Europe

Top 20 companies in S&P 500

Beth Brearley
clock 14 November 2024 • 1 min read
Circe Invest's Fiona Frick: Markets' 'trinity tango' intensifies as Trump returns
US

Circe Invest's Fiona Frick: Markets' 'trinity tango' intensifies as Trump returns

Geopolitical risks 'underpriced'

Fiona Frick
clock 14 November 2024 • 4 min read
What is next for the US after Donald Trump's re-election?
US

What is next for the US after Donald Trump's re-election?

Round-up of Trump's policies

Sorin-Andrei Dojan
clock 13 November 2024 • 1 min read
Trustpilot