Historically, geopolitical shocks have had limited impact on long term equity returns. Over time, earnings growth and durable secular trends have mattered far more.

Join Matt DeCicco, Partner and Director of Equities for an in-depth discussion of how the firm’s equity platform is focused on key themes, what to consider in times of market volatility, and why active management can be key in an environment of volatility and broadening opportunities. 

Key topics include:

• The AI buildout and how it impacts spread beyond mega‑cap technology
• Accelerating innovation across sectors, including healthcare and biotechnology
• Valuations and earnings trends in U.S and non‑U.S. equity markets
• Active management emphasizing leading innovators, value, and dividend stocks for ballast, and increased non‑U.S. exposure in today’s environment