Rethinking resilience, inflation, expectations and lingering shocks

Harris l Oakmark CIO, Bill Nygren, explains how fears about today’s AI-driven tech bubble compares to the dotcom era from 25 years ago, and what it teaches us about navigating market cycles with a longer-term vision.

With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about market bubbles and corrections, and why uncertainty demands a structural and permanent approach to risk mitigation.

Sanjay Ayer, PM at California-based WCM Investment Managers, describes how the Covid pandemic reinforced many of the firm’s core principles, allowing the team to double-down on its culture of challenging established thinking and adapting quickly to new information.