Show Notes
Join Barron's Live for a deep dive into how a technology investor is assessing AI buildout concerns, competition from China and which AI heavyweights, like Nvidia, TSMC, Samsung and SK Hynix, are still undervalued. Associate Editor Reshma Kapadia speaks with Jonathan Cofsky, portfolio manager on Janus Henderson's Global Technology and Innovation Team.
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The Federal Reserve's policy committee meets on Sept. 15-16 against the backdrop of rising bond yields, a growing U.S. deficit, massive borrowing by AI-related companies, and questions about stubborn inflation. What do all of the above - and a potential interest-rate hike - mean for fixed-income investors? Barron's Senior Managing Editor Lauren R. Rublin and Investor Circle Newsletter Editor Josh Schafer will put that question, and many others, to Roger Hallam, global head of rates in Vanguard's Fixed Income Group.