This week, our host Ben Vaske talks with Michelle Cluver, Head of ETF Model Portfolios at Global X ETFs. In this episode, we will discuss this year’s Consumer Electronics Show (CES) Conference, where we are in terms of the AI adoption cycle, how the AI boom meaningful does and doesn’t differ from other tech booms, how quickly AI adoption will start to show up in companies’ fundamentals and much more!
Global Head of Multi-Asset and a Portfolio Manager, at Janus Henderson Investors. In this episode, we will discuss the most important macro drivers of 2026, the art of constructing multi-asset portfolios, Fixed Income positioning in 2026, AI equities and their valuations, opportunities in Europe and Emerging Markets and much more.
