U.S. equities
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With small- and mid-cap stocks, there’s no such thing as passive investing
Is it really possible to passively invest in small- and mid-cap stocks? Depending on which small- or mid-cap index an investor seeks to track, expect wide variations at both the equity style and sector levels as well as factors such as profitability.
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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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