The unstoppable dollar meets the immovable Mr Trump – Sahil Mahtani, Ninety One

When the Market Outgrows the Index – David Vick, TCW

Ricardo Marto – What’s Driving the Surge in U.S. Corporate Profits? (Federal Reserve Bank of St. Louis)

Suzanne Gibbons, Davidson Kempner – Europe: Opportunity in Fragmentation

Rob Campbell, Mawer – Dead Reckoning: Investing Lessons from the High Seas

Henry Neville, Man Group - The Road Ahead: Against Apathy

Kai Wu, Sparkline Capital – Partisan Investing

Dr. Bryan Taylor, Global Financial Data – 200 Years of Market Concentration

Owen Lamont, Acadian – Don’t Blame Indexing for Your Problems

Brian Chingono, Verdad – The Dispersion Delusion

Steve Hou, Bloomberg – Pricing Power Everywhere

Que Nguyen, Research Affiliates – Learn from Last Tech Bubble to Embrace GenAI Mania

Jason Buck, Mutiny Funds – Herschel Walker Syndrome

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond)

Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns

Tim Alcorn, Baillie Gifford – Lessons from Bessembinder

Lawrence Kissko and Graham Robertson, Man AHL – Trend-Following in Inflationary Environments

Joachim Klement – Stocks in the long run… are still risky

Dan Rasmussen, Verdad Advisers – Crisis Investing: How To Maximize Return During Market Panics