From Macro Concerns to Earnings Euphoria?

Growing Dividends and the Predictive Power of AI

John Pagliacci and Fiona Wilson explore how AI is reshaping dividend investing, from identifying dividend growth opportunities to uncovering attractive sectors and companies across global markets.

From Macro Concerns to Earnings Euphoria?

John and David explore a market caught between blockbuster earnings, resilient consumers, and surging AI-driven optimism—while geopolitical tensions and inflation risks loom large. They break down what’s fueling global equity performance, shifting central bank expectations, and the growing influence of emerging markets.

Women and Wealth

Host John Pagliacci sits down with Micha Choi, Vice President and Portfolio Manager at Guardian Capital Advisors, to explore the evolving landscape of women and wealth. The conversation unpacks the massive intergenerational wealth transfer to women, the service gaps they face in traditional finance, and how advisors can better engage, empower, and support female decision makers.

Implications of Iran War

Join John Pagliacci and Guardian Capital’s David Onyett Jeffries as they cut through the headlines on the war in Iran, examining how potential Strait of Hormuz disruptions could fuel inflation, weigh on growth, and impact consumers. They assess stagflation fears, regional vulnerabilities, and the implications for bonds, equities, and central bank policy.

All Abroad!

Host John Pagliacci sits down with Senior Portfolio Manager Andrew Cox to explore why international equities are outpacing the U.S.—and whether the trend has staying power. They break down the macro forces shaping global markets, highlight compelling opportunities from Europe to Japan, and discuss where investors should tread carefully.