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.
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Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market
In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Capital Appreciation Fund.
Choosing a Discipline & Sticking to It Overcomes the Market Noise
Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.
Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia
Asia mutual fund pioneer Mark Headley has come out of retirement to rebuild his old firm and reinvest in the region, as well as other emerging markets. Why he believes the time is right to pivot to Asia.
U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated
It’s one of the market’s best-kept secrets. An index of U.S. small- & mid-cap industrial stocks has outperformed the S&P 500 for over a decade. Award-winning strategist Richard Bernstein explains why the winning streak should continue.
The American Financial Revolution That Created the World’s Richest Nation
As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history.