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Markets missing US 'industrial renaissance' -CIO

STORY: Schlief points to federal legislation to build out infrastructure in the U.S., saying that industrials "are a real positive for investors to be looking at [in the] intermediate and longer term."

Commentary from these companies' quarterly earnings reports was largely overlooked, said Schlief, "because everyone is focused on what the Fed's going to do" regarding future interest rate hikes to tame inflation.