Strategic Alternatives

The current AI cycle, fueled by an unprecedented compute upgrade, is driving a fundamental economic shift. In this panel discussion at this year’s TIMT Conference, Matthew Hedberg, Head of Global TIMT Research, joins John Borthwick, Founder and CEO, Betaworks; Dave Golob, Chief Investment Officer, Francisco Partners; and Greg Turorto, Portfolio Manager, Goldman Sachs, to discuss how investors can navigate future opportunities while avoiding potential investment pitfalls.

Once synonymous with passive, index-based investing, ETFs have become a vehicle for active managers seeking to deliver differentiated returns. Today, active ETFs now outnumber passive funds among US-listed exchange-traded products for the first time.
Scott Davis, Head of ETFs at Capital Group, joins us on this episode of ETF Innovators to discuss how the firm integrates over 90 years of investment expertise into modern ETF structures.

Tariffs, currency pressures, a property slump: China faces challenges on multiple fronts. Meanwhile, Australia’s resilient economy risks triggering inflation. How will these and other factors affect the region’s economies in 2026? Joining Rod Ireland, Head of Global Markets for APAC, to break down the outlook are Abbas Keshvani, Asia Macro Strategist, and Rob Thompson, Macro Rates Strategist.

As rocketing demand growth collides with real supply constraints, how can energy, power, and mining players fund and deliver the large-scale projects required? Joining Trevor Gardner, Head of Investment Banking Coverage, to survey the sectors’ outlook for 2026 are Chris Redgate, Head of Canadian Energy Investment Banking; Craig Edgar, Managing Director, Power Utilities and Infrastructure; and Farid Dadashev, Global Co-Head of Mining and Metals.

With government spend poised to spike, defense valuations in Europe are at record highs. But the response to global threats brings opportunities for a much wider set of industrials and innovators. Dominic Hudson, Head of Investment Banking for Europe and APAC, is joined by Cliff Bayer, Head of Aerospace, Defense and Government Services; Rob Jurd, Head of Industrials for Europe; and Claire Sturgess, Head of Canadian Industrials and CME Investment Banking, to explore the sector’s outlook for 2026.