Onshoring: A Growing Demand Driver for the Industrial Sector

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Over the last several decades, companies embraced “globalization,” which led to a focus on expanding supply chains overseas to minimize costs. However, due to changing labor, political, economic and manufacturing dynamics (an increased focus on sophisticated and automated operations), we believe the industrial market is in the infancy of a shift towards onshoring manufacturing operations to the U.S. and Mexico.

In this report, we analyze onshoring trends in more detail to identify which industries and markets within the U.S. may be best positioned to benefit from this trend over a long-term investment horizon.