The American Industrial Renaissance with Richard Bernstein
Wednesday 08 October
2.00PM BST / 3.00PM CET
Join our launch webinar with Richard Bernstein of Richard Bernstein Advisors LLC (“RBA”), as he introduces the First Trust RBA American Industrial Renaissance UCITS ETF “AIRR”, one of our latest Thematic UCITS ETFs listed on the London Stock Exchange, Euronext Amsterdam and Deutsche Börse Xetra. We believe the U.S. industrial sector is poised to gain global market share over the next decade driven by deglobalisation, reshoring, national security and inflation dynamics representing a $10 trillion opportunity.* RBA has been highlighting this since 2014 when they created the RBA American Industrial Renaissance® Index to provide exposure to this theme, which has to date attracted approximately $4.5 billion in global investments into funds tracking this Index.** Over the past decade, America’s manufacturing acumen has steadily strengthened as the nation revitalises its productive infrastructure. Now, Trump’s administration seems to have this even more in focus, prioritising bold trade policies and tariffs to accelerate the resurgence of American manufacturing. AIRR tracks the RBA American Industrial Renaissance® Index, which aims to provide exposure to mid and small-cap American industrial companies focused on U.S. infrastructure, manufacturing, transportation and related services such as banking. Companies selected must be expected to be profitable (a positive mean 12-month forward earnings consensus estimate) and derive a minimum of 75% revenues from the U.S. Join our webinar with Richard Bernstein, to explore how AIRR offers a liquid, transparent and cost-efficient way to capture exposure to mid and small-cap American industrial companies. 1 Morgan Stanley 2024
2 First Trust as at 31/07/2025
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