Sebastian Siersted

Sebastian Siersted, an equity investment analyst at Capital Group, reveals how European industrials have transformed into innovative powerhouses. He discusses the shift from traditional manufacturing to software-centric models, showcasing how companies like Siemens are increasing margins and reducing cyclicality. Sebastian argues that local production strategies insulate these firms from tariff threats, and he highlights the competitive edge in industrial software driven by data and AI. His insights emphasize the agility and resilience of European industrials in today's complex market landscape.