David Polak
Investment Director who works with global equity strategies, contributing bottom-up research insights and company-level analysis, particularly on multinationals and financials.
Best podcasts with David Polak
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Feb 12, 2026 • 41min
Rob Lovelace on the year ahead (2026 edition)
Rob Lovelace, a long-tenured global equities portfolio manager, and David Polak, an investment director focused on multinationals and financials, discuss the 2026 outlook. They cover shifting global trade patterns, why non-U.S. markets led in 2025, the tech stack and AI in biotech, rising bank margins in Europe, and the New Geography of Investing.
