Compound Insights

VanEck’s David Schassler Provides Strategies for a Complex Market Environment

Mar 9, 2026

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 global markets such as artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.

Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

Feb 23, 2026

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 reports. In addition, she discusses portfolio construction and the firm’s approach to valuation.

Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins

Feb 16, 2026

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. He also discusses key sector investment themes along with trends in retail, office, industrial and housing...

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

Feb 3, 2026

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, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.

Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA

Jan 26, 2026

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 mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition,...