Many investors remain overly tied to indices, leaving them underexposed to the real leaders driving transformative economic change, such as the energy transition, artificial intelligence and supply chain reinvention. By staying nimble and responsive to new developments, active managers can unlock the highest possible returns within these rapidly emerging megatrends.
Join TCW portfolio managers Eli Horton and Evan Feagans for a CE webinar as they explore important investment opportunities in these themes and discuss why today's macro landscape is creating an ideal stock-picking market.
Main topics of the lesson:
- Understanding the massive opportunity presented by these once-in-a-generation transformations and how to access them in a differentiated way
- How the current macro environment is favorable for skilled active managers
- How will the election result shape the future of these megatrends
CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Sponsored by:
Evan Feagans, CFA
Managing Director, Portfolio Manager, TCW
Or Horton
Managing Director, Senior Portfolio Manager, TCW
Legume Maital – Host
Head of ETF Issuer Services, New York Stock Exchange