Equity market volatility has surged in 2025 amid the Trump administration’s rapidly evolving tariff policies and global retaliatory measures. While volatility can be unsettling, we believe long-term investors can capitalize on market dislocations by targeting investment themes with strong secular growth drivers. In our view, U.S.-focused manufacturing and industrial stocks, many of which can be found in the First Trust RBA American Industrial Renaissance® ETF (AIRR), are well-positioned to outperform as policy uncertainty fades.
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