Many investors remain overly tied to indices, leaving them underexposed to the true leaders driving transformative economic shifts, such as the energy transition, artificial intelligence, and supply chain reshoring. By staying nimble and responsive to new developments, active managers can unlock the highest potential returns within these rapidly emerging megatrends.
Join TCW portfolio managers Eli Horton and Evan Feagans for a CE webinar as they explore the significant investment opportunities in these themes and discuss why today’s macro landscape is creating an ideal stock picking market.
Key learning themes:
- Understanding the massive opportunity presented by these once-in-a-generation transformations and how to access them in a differentiated way
- How the current macro environment is advantageous for skilled active managers
- How the election outcome will shape the future of these megatrends
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by:
Evan Feagans, CFA
Managing Director, Portfolio Manager, TCW
Eli Horton
Managing Director, Senior Portfolio Manager, TCW
Maital Legum – Host
Head of ETF Issuer Services, New York Stock Exchange
