Q&A

TD Cowen analyst Robert Moskow likes Celsius’ latest purchase, but not Keurig Dr Pepper’s coffee deal.

Frankfort, former CEO of Coach and now head of an investment firm, looks for four things in assessing a brand.

Companies that can’t find needed talent often acquire it via takeovers, says Wharton’s Exequiel Hernandez.

Thomas Peterffy, the billionaire founder and chairman of Interactive Brokers, on 24-hour trading, stablecoins, tariffs, and the economy.

Sara Naison-Tarajano wears numerous hats at Goldman Sachs, where she works with many of the richest families in the world.

Bank of America Institute finds that checking and savings account balances have grown 50% since 2019, while the ratio of total debt payments to disposal income has fallen.

The billionaire’s right-hand man started his career as an intern at the now-prolific hedge fund.

The current chair of the Council of Economic Advisers is an architect of many of the president’s economic initiatives.

Investors in the top tax bracket can earn yields equivalent to 8% from high-quality long-dated municipal bonds, this Baird team says.

Brad Marshall, global head of private credit strategies at Blackstone, says he owes his family and career to this asset class. How he manages default risk.

Jack Ablin, chief investment strategist of Cresset, likes founder CEOs, private-market assets, and dividend-paying companies.

After a decade at the helm of the Maine stalwart, Smith is making way for new leadership.

AI, fintech, and other technologies are spurring growth in developing countries, says Lazard Asset Management’s Rohit Chopra. India and the Middle East are on his shopping list, too.

The mere possibility raises big questions about Fed independence and market stability.

The head of the Tampa Fire & Police Pension fund explains how an ultralong-term focus can deliver through thick and thin.

Conor Cunningham, of Melius Research, is an “uber cruise bull.” Why he likes airlines, Booking.com, and Hyatt Hotels, too.

Ed Perks, manager of the 73-year-old Franklin Income Fund, is investing equally in stocks and bonds, often from the same companies. He shares some picks.

Crypto advocates see stablecoins as key to cementing the dollar’s dominance. Paul Blustein, author of a new book on the dollar, isn’t convinced.

A conversation with Ulrike Hoffmann-Burchardi of UBS Global Wealth Management. Where she sees the next “transformational innovations.”

Joe Davis, the firm’s global chief economist, says rates could shoot up if the benefits of AI don’t outweigh the costs of the deficit in coming years.

Causeway’s Sarah Ketterer likes AstraZeneca and Gucci’s parent company, Kering. Where else she’s picking up bargains.

Alan Berro of American Funds Washington Mutual focuses on buying good companies at a decent price, such as Amgen, Comcast, and Boeing. Why Broadcom makes the cut.

Lingotto Innovation’s James Anderson and Morgan Samet favor companies with explosive growth potential and a focus on innovation.

Joseph Coughlin, head of the Age Lab at MIT, sees opportunities for growth and innovation as the senior population swells.