2025 was a year defined by AI-driven capital expenditure, widening performance dispersion, and a resurging interest in infrastructure and alternatives. In this webinar, Anchor Bay Capital CIO Tanner Wrisley and Portfolio Analyst Cory Large break down the biggest market themes of 2025 and outline the strongest opportunities for 2026.
We cover:
• 2025 market performance recap
• The Magnificent 7 and AI CapEx surge
• Infrastructure spending & the growing transmission bottleneck
• How we’re positioning across equities, fixed income & alternatives
• Key 2026 investment themes: Electrification, De-Globalization, Aging Demographics, & more
Perfect for investors who want a clear, data-driven roadmap for the year ahead.
