Chad Dillard: The Rebound of Non-Residential Construction

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In the Know

Bernstein Research

64 episodes

3 days ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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Chad Dillard: The Rebound of Non-Residential Construction

In the Know

25 minutes 15 seconds

1 month ago

Chad Dillard: The Rebound of Non-Residential Construction

US Machinery & Electricals Analyst Chad Dillard joins host Diana Wood to discuss the current state and outlook of non-residential construction in the US. Chad highlights the recession that has been ongoing in this sector, the alignment of monetary and fiscal policies, and the expected rebound in construction spending driven by various market segments. Plus, they touch on the role of technology and AI in improving efficiency within the construction industry, as well as the challenges posed by power supply and the implications for renewable energy and nuclear power.

Hosted on Acast. See acast.com/privacy for more information.