Top of the Morning: 'Industrials update: Earnings recap, thoughts on trade risks and sector positioning'

Summary: Today we turn our focus to the industrials sector as we recap the most recent earnings reporting season. My guest and I will examine the current outlook for industrials, headwinds facing the sector, where opportunities exist, sector positioning and more. Featured is Adam Scheiner, Industrials and Materials Equity Sector Strategist from the UBS Chief Investment Office Americas. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.