Investment Challenges and Opportunities

Investing in America has never been more compelling or more complicated. Just ask CEOs. United States Steel's David Burritt navigated two administrations and a high-stakes Oval Office meeting to unlock a $14 billion domestic investment commitment. FedEx's Raj Subramaniam is absorbing a massive tariff hit while reconfiguring global routes in real time. And Franklin Templeton's Jenny Johnson is directing capital through it all, calling tariffs, taxes, and deregulation deeply "interlocking" forces that will define where and how capital flows.