Portfolio Manager Anna Lunden and Macro Strategist Nick Wylenzek talk about how to navigate macroeconomic shifts and trends like AI in global large-cap investing.

2:05 – Small-caps and the big picture
7:10 – How policy impacts philosophy and portfolios
10:30 – AI and the large-cap index skew
13:25 – Ripple effects (and opportunities) of AI
17:35 – Structure, risk-management, and the pursuit of alpha


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