"The guest argued that traditional quantitative factors like cheapness to the market have decayed, requiring managers to construct customized, non-traditional peer groups to identify true valuation anomalies."

"The bull case for rate-sensitive cyclicals, financials, and real estate is supported by attractive valuations and solid fundamental backdrops."

"Strong employment trends and data center transitions are driving breakouts in select real estate investment trusts, defying fears of AI-driven disruption."