Q&A

Ryan Dobratz, co-manager of the Third Avenue Real Estate Value fund, likes well-capitalized companies trading at historical discounts.

Ben Snider, Goldman Sachs’ new U.S. equity strategist, is bullish on stocks and corporate earnings. Why he likes solar energy, cybersecurity, and AI infrastructure plays.

Hilda Applbaum, co-manager of the American Funds Income Fund of America, likes to buy inexpensive, high-yielding stocks poised for an upturn. Her strategy has trounced 98% of peers.

The energy historian Daniel Yergin is an expert in past oil shocks in the Middle East.

Sadek Wahba, founder of I Squared Capital, sees opportunity in public-private partnerships. Why well-run funds are generating roughly 20% annualized returns.

After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps.

John Arnold’s philanthropy focuses on criminal justice, health, and other societal initiatives.

Michael Reid, head of U.S. economic research at RBC, sees sticky inflation and modest job growth this year.

Tekne Capital founder Beeneet Kothari discusses China’s edge in AI—and the nation’s coming IPO boom. Why Samsung is among his favorite stocks.

C. Patrick Scholes, a managing director at Truist Securities, also likes the prospects for Norwegian Cruise Line and Choice Hotels.

Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over many years. She’s bullish on stocks, focused on bargains.

The veteran investor and co-founder of GMO likes quality stocks, international value, and Japan.

Nancy Curtin, chief investment officer at AlTi Tiedemann Global, helps wealthy families invest for the long term. An “innovation” bull market helps.

Paul Wick of Seligman Investments has piloted his winning fund through numerous technology cycles. How he is playing AI, and why he is skeptical of quantum computing stocks.

Ann Miletti, head of investments at Allspring Global Investments, says her team finds plenty of stocks to like in unloved parts of the market.

Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the business.

RA Capital Management’s Peter Kolchinsky says the companies that survived the industry’s 2021 rout are thriving—and looking to make deals.

The firm is a leader in private credit and data-center funding, two sectors about which doubts have emerged. But Co-CEO Marc Lipschultz sees blue skies ahead.

Tom Porcelli joined Wells Fargo as chief economist on Nov. 3.

Avery Marquez, IPO specialist at Renaissance Capital, offers advice for investors as the market for initial public offerings heats up again.

Sonu Kalra has built a stellar record as manager of the Fidelity Blue Chip Growth fund. He calls ChatGPT’s 2022 launch AI’s “iPhone moment.”

The housing market may be sluggish, but there’s plenty of innovation in real estate technology, says KBW fintech analyst Ryan Tomasello.

Pimco’s Sonali Pier leans on corporate bonds and mortgages at home and abroad to produce winning results.

Barron’s called Holz to ask about what’s happened to the biotech sector since our healthcare roundtable.

CEO Katherine Fleming says the Los Angeles-based arts institution spends “a lot of time figuring out where we’re going to have the biggest impact through our grant making.”