The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and research analyst Catherine Baab-Muguira discuss topics across the investing world.

In today's edition, Cat and Isaac look at two trends developing in the broader industrials sector -- a three-speed economic recovery and the emergence of "insourcing." Two prime examples are GE and Caterpillar, which make up 1.16% and 5.54%, respectively, of the Dow Jones Industrial Average. Both companies have witnessed stronger growth in emerging markets and resource-rich countries, moderate growth in the U.S., and stagnant growth in Europe -- representing the three speeds at which economic recovery is occurring. Further, both companies have announced grand plans to return factories to the U.S., largely due to the attractive economics of manufacturing and transportation costs. Despite continuing market turmoil, these two trends will bode well for America's economic strength in the years ahead.

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Catherine Baab-Muguira has no positions in the stocks mentioned above. Isaac Pino owns shares of General Electric. The Motley Fool has no positions in the stocks mentioned above. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.