Chris Harvey
Head of equity and portfolio strategy at CIBC Capital Markets, offering portfolio strategy views on sector rotations, AI impacts, and macro risk during the episode.
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Feb 19, 2026 • 43min
Closing Bell: Time to Shift Your Strategy? 2/19/26
Dan Chung, CEO & CIO of Alger, a tech and AI-focused investor; Chris Harvey, head of equity and portfolio strategy at CIBC, a macro and sector strategist. They discuss AI-driven sector rotation and why quality names matter. They cover rising macro and geopolitical risks, energy market reactions, and opportunities in healthcare and industrials.
