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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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.