Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thought...
30 Mars 32min
Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construct...
17 Mars 32min
VanEck's David Schassler Provides Strategies for a Complex Market Environment
David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping glo...
9 Mars 37min
Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA
Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings...
23 Feb 42min
Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. ...
16 Feb 34min
Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, ...
3 Feb 28min
Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosa...
26 Jan 32min
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio constr...
20 Jan 33min
