Jed Ellerbroek, CFA and Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.

Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportunities, and how to capitalize on market dislocations.

Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. In addition, she discusses portfolio construction and the firm's approach to valuation.

Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. He also discusses key sector investment themes along with trends in retail, office, industrial and housing end markets.

Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.

Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.

Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio construction, digital assets and commodities.

Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management and the evolving role of investment professionals in an AI-enabled world.