Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the complexities of U.S. equities and macroeconomics. Kevin Gordon discusses the influence of mega-cap tech firms on market indices, advocating for a nuanced investing approach. Jeffrey Kleintop sheds light on global equity opportunities, highlighting the performance gap between U.S. and international markets. Together, they examine labor market dynamics, the impact of recent elections, and the implications of geopolitical tensions on investment strategies.

Jeffrey Kleintop discusses opportunities outside the US; Chloe Berry on deglobalization, decarbonization, and digitization in infrastructure; David Botset provides details of Schwab's ETFs and Beyond study; Kevin Gordon explains market breadth risk; Manju Boraiah makes the case for separately managed accounts.