Cutting through the AI hype
Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight...
18 Mar 202524min
Thinking outside the U.S. box: Emerging markets opportunities
Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class f...
13 Mar 202531min
How 5 women investors thrive in a competitive industry
Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you'll hear from five portfolio managers with a combined 155 years of investment industry experien...
6 Mar 202521min
Charting the course for tomorrow's cruiseliners
The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments ...
4 Mar 202514min
Research to runway: Investing in disruptive business models
How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin in...
27 Feb 202534min
Artificial intelligence is transforming the American heartland
Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the Ameri...
20 Feb 202527min
How to approach rainy-day investing in record-high markets
When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins ...
13 Feb 202533min
Risk management: Investing amid uncertainty
Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. Wi...
6 Feb 202526min
