Leslie Norton

Plus: a guide to Big Tech earnings, what Vanguard investors did during the war, and the case for recycled plastics.

Causeway’s Sarah Ketterer on how AI will ultimately benefit software stocks. Plus, a positive outlook for international cyclical stocks, and active management vs. activism.

Baird’s Mary Ellen Stanek and Warren Pierson discuss how they’re playing the rise in bond yields, the outlook, and what they’re avoiding.

Franklin’s Desai thinks inflation will stay high, but she sees opportunities across select non-US bond markets.

Against a backdrop of high inflation and possible future rate hikes, Warsh will begin to leave his mark on the Fed.

Strategas’ Clifton on a potential split Congress, AI policies, and key stocks to watch.

Morningstar Wealth strategist Dominic Pappalardo says to stick with small caps and Latin America stocks.

Data centers are environmentally risky, but it’s hard not to own them. Here’s what sustainable investors are doing.

Despite the cash burn at hyperscalers, the AI boom is only in its early stages, and the benefits are spreading, says Jennison’s Boyer.

Thanks to rallies in TSMC, Samsung, and SK Hynix, emerging market stock indexes are highly concentrated.