Changing China and the US energy boom

Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.

The resurgence of US manufacturing has become the focus of much analysis since the US economy emerged from the great recession. But economic and political debates have questioned whether or not the renaissance is sustainable. There is also a question as to whether new industries and technologies are creating an impact on manufacturing, and whether this trend will result in a meaningful number of new jobs.  Secular trends There are three secular trends underpinning the US manufacturing boom currently; the re-shoring of manufacturing to the US, the extraction of US shale reserves, and t...