In this session, Stephanie will identify six powerful investment themes, explaining their key drivers and how you can profit from them. They include: Housing, cyber security, electrification, animal health, financials, and aviation. She will also cover the latest macro market drivers and developments, including tariffs, inflation, and tax/deregulation. You’ll walk away with a firm understanding of what it all means for economic growth, corporate earnings, markets, and your investments.
International stocks. Value stocks. Utilities. Consumer Staples. Financials. They didn’t do much for investors the last few years. But things began to change in 2025. Many experts believe this is just the start of a powerful “Rotation Nation” move in markets – one that fallout from tariff and trade policy could accelerate. Our experts will give you six ways you can capitalize as new winners replace the old. Plus, they’ll give you an idea of how these new trends will last – and evolve – in the rest of this year and the next.