The Essence of Superstar Investor David Giroux’s Investment Success
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.
Private Equity Dangers Are Rising Says Financial Thought Leader James Grant
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 on the Powerful Trends Driving Inflation
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.
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.


