- As markets transition into a rate-cutting phase, capital discipline becomes a more powerful differentiator
- Companies that consistently grow dividends and repurchase shares show stronger fundamentals, higher free cash flow, and more resilient earnings – all traits that historically outperform as monetary poicy shifts
- Matt will cover how dividend growth and showerholder yield fit into a total-return approach
It’s time to “name names” in this lively panel discussion, leading sector specialists and stock pickers will share their top 10 investment ideas for 2026-2027. We’re taking the guardrails off and letting their research lead you to the promised land of investing. That means growth, value, and income stocks … foreign and domestic funds … and niche and small-cap equities and broad sector ETFs are all in play. Be sure to have your pen and paper or smartphone ready – because these picks could make your portfolio sing in the new year.