Rick Pitcairn, chairman & chief global strategist of Pitcairn, sits down with InvestmentNews anchor Gregg Greenberg to break down the risks facing the bull market in the coming year.
Sophia Duffy, associate professor at The American College of Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of tax planning, as well as a new tax certification for advisors.
Steph Guild, head of investment strategy at Robinhood Financial, sits down with InvestmentNews anchor Gregg Greenberg to explain how shifting demographics are forcing advisors to streamline client retirement plans.
Chris Retzler, portfolio manager at Needham Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight his outlook for small-cap stocks in the coming year and name his top picks.
Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers Solutions, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for the second Trump Presidency.
Hamilton Reiner, CIO of U.S. core equity and head of U.S. derivatives at J.P. Morgan Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should consider using hedged equity strategies following a strong year for stocks.
Jeffrey Kleintop, chief global investment strategist at Charles Schwab, sits down with InvestmentNews anchor Gregg Greenberg to name the best foreign markets for investors.
Cooper Howard, fixed income strategist at Charles Schwab, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for municipal bonds in 2025.
Bruce Phelps, managing director, Institutional Advisory & Solutions Group at PGIM, sits down with InvestmentNews anchor Gregg Greenberg to highlight the new sources of risk facing CIOs heading into 2025, as well as the growth of infrastructure investing.
Ainslie Simmonds, head of global strategy for BNY Pershing & president of BNY Pershing X, sits down with InvestmentNews anchor Gregg Greenberg to explain why improving the client experience should be a priority for financial advisors in 2025.
