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...

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.  

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,...

Jan 20, 2026

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 construction, digital assets and commodities.

Dec 15, 2025

Andrew Chin, AllianceBernstein’s Chief Artificial Intelligence Officer, shares key insights from the firm’s AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management and the evolving role of investment professionals in an...