Superstar investor David Giroux explains his evolution as an investor, how he is adapting to new market conditions, and the most important thing he has to do to generate exceptional returns at the T. Rowe Price Capital Appreciation Fund.
Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios.
Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.
