Outlook and Conference Calls
WHAT MATTERS NOW: Built for a Smoother Ride - The ARS Core Equity Strategy
Monday, June 1, 2026
WHAT MATTERS NOW: Geopolitical Turmoil, Economic Resilience
Friday, May 1, 2026
What Matters Now: Geopolitical Turmoil, Economic Resilience features Portfolio Manager Sean Lawless and Business Development Associate Maka Ellis, who provide updates on the ARS Focused ETF Strategy and discuss recent geopolitical events.
WHAT MATTERS NOW: An Investor's Guide to D.C.
Andy Laperriere and Stephen Burke
Wednesday, March 25, 2026
In this replay of What Matters Now: An Investor's Guide to D.C., ARS Managing Partner Stephen Burke is joined by Piper Sandler’s Head of U.S. Policy Research, Andy LaPerriere, to discuss recent dynamics in Washington D.C. and what investors
OUTLOOK: Playing the Long Game in a Short-Term World
ARS Investment Committee
Monday, March 23, 2026
Download the PDF Here: Playing the Long Game in a Short-Term WorldIn this Outlook• The global economy is facing heightened disruption from geopolitical conflict, energy shocks, and rapidtechnological change, increasing uncertainty for...
WHAT MATTERS NOW: Results Years in the Making
Stephen Burke & Dr. Ed Yardeni
Sean Lawless, CFA
Wednesday, February 25, 2026
In our latest installment of What Matters Now: Results Years in the Making, Tom Winnick and Sean Lawless walked through the long‑term themes shaping our portfolio—highlighting how structural shifts in monetary and fiscal policy,...
WHAT MATTERS NOW: Dr. Yardeni on the Forces Driving Tomorrow's Returns
Stephen Burke & Dr. Ed Yardeni
Wednesday, January 21, 2026
The discussion highlighted ARS performance, AI-driven investment themes, a U.S.-tilted equity outlook, selective emerging-market exposure, and how global economic and geopolitical risks may create both challenges and opportunities.
WHAT MATTERS NOW: Accelerating Disruption, Enduring Opportunity
Stephen Burke
Monday, December 22, 2025
Watch a year-end conference call with Stephen Burke, Managing Partner of ARS, and Greg Kops, Portfolio Manager, as they reflect on the past year and give our thoughts on the coming year ahead. //
OUTLOOK: Accelerating Disruption is Defining Investment Opportunities
Monday, November 24, 2025
Accelerating Disruption is Masking Investment Opportunities - The ARS November 2025 Outlook
WHAT MATTERS NOW: Finding Opportunities Away from the Crowd
Greg Kops and Ross Taylor
Wednesday, October 29, 2025
ARS Portfolio Managers Ross Taylor and Greg Kops discuss the common concern of market overvaluation and the ARS Focused All Cap Strategy in "Finding Opportunities Away from the Crowd."
OUTLOOK: Disruptions are Masking Investment Opportunities
Friday, August 22, 2025
In This Outlook •Despite trade tensions, tariffs, and political uncertainty, the U.S. economy remains resilient, fueled by innovation, AI adoption, and record levels of capital investment.•China faces mounting structural...
WHAT MATTERS NOW: Revisiting Dr. Ed's Roaring 2020s Forecast
Wednesday, July 30, 2025
Dr. Ed Yardeni, of Yardeni Research, and Managing Partner of ARS Investment Partners, LLC, Stephen Burke, discuss the investment implications being halfway through the 'Roaring 2020s."
WHAT MATTERS NOW: Reflections from the First 90+ Days
Stephen Burke and Dr. Ed Yardeni
Wednesday, April 23, 2025
ARS' Managing Partner, Stephen Burke and Dr. Ed Yardeni, President of Yardeni Research discuss the investment implications of the Trump Administration's first 90 + Days. Watch Here: What Matters Now: Reflections from the First 90+ Days
OUTLOOK: The United States – The Best House in an Imperfect Global Neighborhood
Monday, April 21, 2025
In This Issue: • Global Uncertainty from Tariffs • What is Changing for the World? • The Investment Implications of a Disorderly World
OUTLOOK: The United States – The Best House in an Imperfect Global Neighborhood
In this issue: Why ARS views the US economy favorably Megatrends defining generational opportunities The Great Debate – Will big tech get a return on AI investment Investment Implications Download PDF “The S&P 500 has risen...
WHAT MATTERS NOW: Democracy 2024 – Candidate Policies, Election Odds, and Portfolio Implications
Sunday, September 1, 2024
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WHAT MATTERS NOW: Trust Services for Life’s Special Challenges
Friday, August 23, 2024
Watch the Discussion with Tom Winnick, Director of Business Developoment with ARS, and Peter Wayne, General Counsel Member of Advocacy Trust on the link provided.
WHAT MATTERS NOW: Dow 40,000 and Beyond!
Watch with the link provided in the blog post.
OUTLOOK: Finding Opportunity Where Others May Not: Investing in a Time of Significant Disruption
Monday, May 20, 2024
EXECUTIVE SUMMARY “Despite gloomy predictions, the global economy remains remarkably resilient, with steady growth and inflation slowing almost as quickly as it rose. The journey has been eventful, starting with supply-chain...
WHAT MATTERS NOW: Finding Opportunities Where Others May Not
Arnold R. Schmeidler
Thursday, May 2, 2024
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WHAT MATTERS NOW: Trust Services for Life’s Special Challenges
Tuesday, March 12, 2024
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OUTLOOK: Investing in an Uncommon Period in History: Are You Positioned for What Lies Ahead?
Tuesday, March 5, 2024
EXECUTIVE SUMMARY The global economy is undergoing tremendous changes requiring investors to step back and take a fresh look at their portfolio positioning. The complexity of the current environment is challenging traditional...
WHAT MATTERS NOW: The World Is Changing, Is Your Portfolio Positioned For It?
Thursday, February 1, 2024
Watch the video using the link above.
OUTLOOK: The Future Is Not What It Used to Be: Finding Opportunities Amid Global Disorder
Thursday, January 18, 2024
EXECUTIVE SUMMARY Following last year’s strong market performance, U.S. investors should see equity markets continue their upward trend, but it will not be a straight line. The outlook for the next 12 months will likely be determined..
WHAT MATTERS NOW: Reasons to be Bullish in 2024
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