Nuveen’s Willis Tsai on global equities and active management

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-05-24

Willis Tsai, Head of Global Equities, Nuveen | Willis shares how he thinks about portfolio construction across the diverse global equities opportunity set. He explains why now is a particularly compelling moment for active management and highlights what separates managers who succeed over the long term from those who don’t. Willis also discusses the most interesting ideas he is exploring today in pursuit of opportunities and how he is managing risk along the way. Listen to the full interview which covers: - Global equities represent the world's largest opportunity set. What makes this moment particularly co...