Insights

Darius joined Maria Bartiromo on Fox Business to break down why earnings keep surprising to the upside. If you missed the discussion, here are three key takeaways that likely have huge implications for your portfolio:

1) Productivity Is Driving Broad-Based Earnings Strength

The U.S. economy is experiencing a structural uptrend in productivity growth, and that dynamic is now flowing through to earnings in a broad-based manner.

Key Takeaway: Investors should expect the ongoing productivity boom to remain supportive of earnings growth.

2) AI Is Expanding Margins Beyond Tech

As AI diffuses throughout the economy, Darius highlighted that elevated productivity, robust…

Darius Dale recently joined our friend Julie Hyman of Yahoo Finance to explain why investors should continue to fade volatility associated with “tariffs” — exactly what our global investor community has been doing since April. This administration understands it must outgrow the debt trajectory and is pulling fiscal, regulatory, and monetary policy levers to drive a durable and robust recovery starting next year—the core tenet of our Paradigm C theme.

If you missed the discussion, here are three key takeaways that likely have huge implications for your portfolio:

1) Tariffs Are the Trees, Paradigm C Is the Forest

Darius explained that focusing myopically on tariffs misses the broader macro picture. The administration’s combined fiscal,…