Public Equities: Repricing Growth in a High-Rate World

November 06, 2025
Focused Insights

As investors reassess valuation metrics and growth narratives, this session explores what's driving equity performance in 2025. Learn how to assess sectors, pricing power, and the influence of global policy pivots.

Moderator(s)
Kayode Aje
Kayode Aje, Portfolio Manager - Brown Capital
Panelist(s)
Kerry Ann James
Kerry Ann James, Managing Director, Head of Client Relations, Counterpoint Global - Morgan Stanley
Karen Bowie
Karen Bowie, Portfolio Manager - Nuveen Asset Management
J. Keith Buchanan, CFA
J. Keith Buchanan, CFA, Partner, Senior Portfolio Manager - Globalt Investments, LLC