E23: Built to Last — Five Themes Shaping the Industrials Sector
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Senior analyst Andrew Kaplowitz talks to Rob Rowe about the five themes he expects to be in focus at Citi’s Global Industrial Tech & Mobility Conference (February 18–20 in Miami): companies’ muted Q1 outlooks and whether they reflect conservatism or a genuinely sluggish industrial economy that’s set to accelerate later in the year; the potential for short-cycle tailwinds; the path forward for megatrends; self-help as a performance driver; and ex-U.S. trends and geopolitical impacts on industrial demand.
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Rob Rowe, Head of Global Strategy and Macro Research and U.S. Regional Director of Research
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for more than 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Andrew Kaplowitz, Head of Industrial Tech & Mobility Super-Sector
Andy Kaplowitz is a Managing Director and U.S. Industrial Sector Head covering the Multi-Industry / Conglomerates and Engineering & Construction sectors. Prior to joining Citi Research in 2015, Andy had several roles in equity research for Barclays/Lehman Brothers from 2001 through 2015. He most recently was a Managing Director covering Machinery and Engineering Construction at Barclays since 2011. Prior to that, he was a Senior Analyst covering Engineering and Construction stocks since 2006 and Mining Equipment since 2008. Andy holds a Bachelor of Arts degree from Rutgers University and an MBA degree from the Kellogg School of Management.
