Barron's Live

Saira Malik brings a deep understanding of markets and a wide investment lens to her role as chief investment officer of Nuveen, the global money-management firm with $1.4 trillion in assets. She joins Barron's Editors Lauren Rublin and Al Root for a discussion of the economy, markets, and investment opportunities in equities and beyond. Barron's has recognized Malik for many years as one of the 100 Most Influential Women on Wall Street.

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Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd.

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Stocks have churned through the first two months of 2026, and that was before the U.S. launched attacks on Iran. Now, investors must grapple with the future of the AI trade, tariffs, interest rates, and the uncertainty of a war in the Middle East. Barron's Senior Managing Editor Lauren R. Rublin speaks with Ben Levisohn, Barron's new editor in chief, about stocks and sectors in the news, and what to do now.

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Emerging market stocks had a banner year in 2025, and there is no letup in sight. What's behind the strong comeback, how long can the rally last, and which markets and stocks look most attractive now? Barron's Senior Managing Editors Lauren R. Rublin and Editor in Chief Ben Levisohn interview Louis Lau, a member of the Emerging Markets Investment Committee at Brandes Investment Partners, and co-manager of the Brandes Emerging Markets Value Fund (ticker: BEMIX).

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The market now views artificial intelligence as a disruptor, causing a massive rotation underneath the surface. Barron's Senior Managing Editor Ben Levisohn, Associate Editor Al Root, and Barron's Investor Circle's Josh Schafer discuss what it means for stocks, sectors, and our favorite themes.

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