This week, our panel examines persistent inflation pressures, shifting expectations for the Federal Reserve and volatility across the Treasury yield curve. They discuss why higher yields may offer attractive fixed-income entry points, while acknowledging the potential for rates to rise further. The conversation also explores AI’s transformative potential, the uncertainty surrounding its long-term investment winners and the importance of maintaining a disciplined approach to portfolio construction.

Speakers:

Brian Pietrangelo, Managing Director of Investment Strategy

George Mateyo, Chief Investment Officer

Rajeev Sharma, Head of Fixed Income

Stephen Hoedt, Head of Equities

Time

02:25 — Economic data highlights inflation pressures and labor market resilience

05:41 — Innovation, economic growth and global debt challenges

07:02 — AI investment opportunities and risks for long-term investors

13:34 — Fed expectations, Treasury volatility and rising yields

22:53 — Important investment disclosures

Additional Resources

National Call Replay: Countdown to the Midterms — Politics, Policy, and Your Portfolio

Read Now: 2026 Social Security Trustees Report: Combined Trust Fund Projected Largely Unchanged From Prior Year

Key Questions

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