• 5 min read
• Published on 29 September 2025
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
Let's be honest, whenever a politician starts talking about a "manufacturing renaissance", my cynical eyebrow tends to shoot up. We have heard it all before, usually followed by very little action. This time, however, something feels a little different. Instead of lofty speeches, the American government is using a rather blunt instrument to get its way, tariffs. And while it might not be elegant, this policy could be creating a fascinating, if unexpected, opportunity for investors.
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
The logic here is brutally simple. If you make it prohibitively expensive to import things like pharmaceuticals, trucks, and furniture, companies are eventually forced to consider making them at home. It is less about patriotic fervour and more about cold, hard mathematics. When the numbers on a spreadsheet favour building a new factory in Ohio over shipping a container from overseas, boardrooms take notice.
To me, this is not just another ripple in the economic cycle. It feels more like a deliberate attempt to re-plumb the entire system. This is policy with a purpose, designed to reroute global supply chains back onto American soil. The question for us, as investors, is who stands to benefit from all this digging and building? It might not be who you think.
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
My mind immediately goes to the old adage about a gold rush. The surest way to make a fortune was not to pan for gold, but to sell the picks, shovels, and denim trousers to the prospectors. In this modern industrial gold rush, the real winners might be the companies that build the factories, not necessarily the ones that operate them.
Think about it. Before a single widget can be produced, you need a whole ecosystem of specialists. You need engineering firms like Fluor Corporation to design the facility. You need construction outfits like EMCOR Group to handle the complex mechanical and electrical systems. And you need specialists like IES Holdings to wire the whole thing up. These are the companies providing the essential infrastructure. They get paid to build the factory, regardless of how successful that factory eventually becomes. It is a compelling position in the value chain.
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
What makes this trend particularly interesting is that it is driven by policy, not just market sentiment. This provides a degree of predictability that you rarely find. Companies can, in theory, make long term investment decisions with more confidence, knowing the tariff structure is designed to be a lasting feature, not a temporary whim. This is the sort of environment that could fuel a multi year pipeline of major industrial projects. For those interested in the specifics of this trend, the basket Onshoring Stocks: Could New Tariffs Boost Manufacturing? offers a closer look at the companies at the heart of this potential shift.
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
Now, let's not get carried away. Investing is never a one way bet, and this theme is riddled with potential pitfalls. A new administration could reverse these trade policies with the stroke of a pen, completely changing the economic incentives overnight. Construction and engineering are also notoriously cyclical industries. They are sensitive to economic downturns, project delays, and soaring costs for materials like steel and concrete, which can squeeze profits. This is an opportunity that relies heavily on continued political will and a stable economic backdrop, two things that are never guaranteed. Any investment here requires a healthy dose of pragmatism and a clear understanding of the risks involved.
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
View the full Basket:Onshoring Stocks: Could New Tariffs Boost Manufacturing?
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article