Flat Benchmarks, Big Rotation Underneath

Nic Janvier serves as Head of Equities for North America at Columbia Threadneedle Investments. Nic shares his take on the current landscape for U.S. equities, including performance drivers, sector preferences, and risk considerations. We also share an outlook for U.S. equities, reflect on the Q4 earnings season, and touch on ex-US equities. Host: Daniel Cassidy Recorded on 02.24.26.