A Decade of Software Gives Way to Steel

How should advisors think about equity investing in a rapidly changing world? In this InvestmentNews Roundtable, Eli Horton, Managing Director and Senior Portfolio Manager, and Jim Worden, Chief Investment Officer of The Wealth Consulting Group, discuss the structural shifts reshaping today's equity markets. From artificial intelligence and energy transformation to infrastructure investment and supply chain reshoring, the conversation explores how advisors can think beyond traditional sector classifications, build more differentiated equity exposure, and navigate the evolving role of active ETF investing. Learn more about PWRD: https://www.tcw.com/Products/ETFs/TCW... Disclosure: https://www.tcw.com/d/disclosure-youtube