U.S. equities
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The resilient U.S. economy puts stocks on solid footing
The U.S. economy’s resilience amid a high-rate environment is likely to provide a durable catalyst for stocks for the rest of 2024. We explore stock selection ideas in industries where we see the most attractive opportunities.
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A brighter 2024 outlook for U.S. regional banks as rates and deposit costs change course
With interest rates appearing to have peaked and lenders’ deposit costs easing, 2024 could turn out to be a far more hospitable year for U.S. regional banks than 2023.
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Why high interest rates could continue to punish high dividend-paying stocks
In today’s higher-for-longer interest-rate environment, a core approach to large-cap value equity investing offers greater potential than more constrained equity income strategies, in our view.
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Will inflation hurt stock returns? Having a thoughtful approach may help.
Is inflation bad news for equities? We take a look at why staying the course with stocks may help investors keep pace with rising prices.
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Big changes in smaller stocks create new mid-cap opportunities
Recent changes in the sector composition of U.S. mid-cap stock indexes relative to their large-cap peers have added to the current appeal of mid caps—a segment that also offers historically attractive valuations and large exposure to industrials, a sector where we see strong potential.
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Today’s AI investment opportunity isn’t just for growth stock investors
Although conventional wisdom would suggest that the artificial intelligence (AI) revolution is primarily a growth stock investing opportunity, there’s more than enough potential in AI for the value equity style to participate.
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Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform their global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
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All-weather opportunities: four current tailwinds for U.S. small-cap stocks
With historically low valuations and emerging catalysts in selected sectors, U.S. small-cap stocks present attractive opportunities, regardless of the macroeconomic environment.
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Default or not, 2011’s debt ceiling battle is instructive for today’s investors
With the U.S. government again bumping up against its debt ceiling and trying to avert a potential default, investors may wish to review how a similar battle in 2011 delivered a short-term blow to financial markets.
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The outlook for U.S. regional banks after Q1 earnings and a volatile week
Despite recent bank failures, the latest round of quarterly earnings shows that it’s mostly been business as usual for U.S. regional banks in terms of their day-to-day operations. We assess the outlook and prospects for further market volatility.
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