In this discussion, David Chassler, Head of Multi-Asset Solutions at VanEck Funds, shares insights on thematic investing, highlighting opportunities in energy and real assets. He also dives into the evolving roles of Bitcoin and gold in portfolios. Travis McCready, from JLL, explores the life sciences real estate landscape, noting high vacancy rates and potential rebounds in demand driven by biomanufacturing and reshoring. Siddharth Philip covers the challenges in the aviation industry, including air traffic controller shortages and record holiday travel demand.
