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.

Jens Nordvig sees a strategic shift happening among global investors that could affect U.S. assets.

Rick Rieder of BlackRock has been favoring higher-quality credit and shorter maturities. The allure of 5% mortgage securities.

Freya Beamish, chief economist at TS Lombard, says market ructions and an eye to the midterms will spur the Trump administration to negotiate reciprocal tariffs away.

Beth Hammack, president of the Cleveland Federal Reserve, is watching travel and shipping numbers to get a better handle on the economy’s health.

Judy Ganes of JGanes Consulting follows “soft” commodities, which have seen price spikes due to poor harvests and strong demand.

Strategist David Rosenberg sees ways to trade a tough market and capitalize off the downturn. What he likes now.

Thornburg’s Sean Sun likes high-quality growth companies with reasonable valuations and “optionality.”

But Robert Dietz, chief economist at the National Association of Home Builders, says policy uncertainty is the industry’s biggest concern.

Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management, expects economic growth to slow due to tariffs and reduced immigration.

Barron’s Hall of Fame financial advisor Dalal Salomon details the rules-based trading system her firm developed to remove emotion from decisions and help clients “weather any storm.”

Charlie Maxwell, co-chairman and co-founder at Cresset, is looking to cover wealthy clients’ income needs while increasing their exposure to a broad menu of alternatives.

Merrill Lynch’s Rick Migliore started off cold-calling and now makes investment allocation decisions as a team leader.

Jim Salera, a restaurant, packaged-food, and beverage analyst at Stephens, talks food trends and stock picks—like Wingstop and Celsius Holdings.

Andrea Auerbach, global head of private investments at Cambridge Associates, sizes up the industry’s prospects.