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.
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.
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.
