About this episode
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
- Sonal Desai, Fixed Income CIO at Franklin Templeton
- Andrew Hollenhorst, Chief US Economist at Citi Research
- Troy Gayeski, Chief Market Strategist at Future Standard
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap tech.
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