Video interview from the floor of the Texas Institutional Forum with senior strategist J. Paul Knight of Texas ERS.
“The U.S. growth story isn’t over yet.”
J. Paul Knight, CFA, Senior Market Strategist at the Employees Retirement System of Texas, shared why he believes the U.S. remains the place to invest—driven by strong earnings growth, AI-led productivity gains, and resilient employment.From inflation risks on the horizon to a potential tapering of AI CapEx, Knight unpacked the macro trends shaping portfolios over the next few years in his conversation with Christine Giordano from the sidelines of the 12th Annual Institutional Texas
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