The role of public and private strategies in ...

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ...  Show more

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ...  Show more

With mortgage rates high and commercial real estate under pressure, where should investors be putting their money? In this episode, we break down four expert-backed strategies for real estate investing in today’s uncertain market—from multifamily plays in Texas to overlooked stud ...  Show more

Welcome back to the Wise Investor Segment, where we delve deep into the world of real estate investment to uncover the latest trends and challenges facing investors.

In this episode, we explore the dynamic landscape of real estate investing in the current year. From shi ...

Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground. Debt and equity investors often see the market differently.Rod ...  Show more

A roundtable discussion around the kind of that role can private assets play in a longer-term investment plan, including a performance update and outlook for private equity, private credit, real estate, and hedge funds. Featured are Jennifer Liu, Private Markets Strategist Americ ...  Show more