U.S. equities
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Four catalysts for continued U.S. equity market strength
While tariffs and other geopolitical conflicts could continue to challenge U.S. equities, consumer strength is likely to remain a key market catalyst alongside AI growth, a potential housing market rebound, and continued earnings expansion.
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Five reasons why 2025 could be another strong year for U.S. regional banks
We believe that U.S. regional banks are poised to benefit from several tailwinds in 2025, including a steepening yield curve, green shoots in loan activity, an acceleration in mergers and acquisitions, easing of the regulatory environment, and waning credit concerns.
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Three reasons to revisit a U.S. mid-cap equity allocation
Current prospects for U.S. mid-cap equities look strong, given solid fundamentals, rising earnings, and attractive valuations. Add declining interest rates into the mix, and the case for the asset class looks even stronger.
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Are the Magnificent Seven stocks losing momentum?
Slowing earnings growth, regulatory rulings, and a shift in market leadership suggest to us that change may be on the horizon for the Magnificent Seven stocks.
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Why normal-for-longer interest rates could boost U.S. regional banks
The outlook for U.S. bank stocks has recently improved amid expectations of a policy pivot by the U.S. Federal Reserve. We explore what lessons a similar interest-rate environment in the mid-1990s may hold for investors today.
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The potential merits of staying small in today’s small-cap equity market
Our research shows that several U.S. small-cap mutual funds have recently strayed from their core market segment to go up in market capitalization. We view such an approach as problematic, as it runs the risk of deviating from investors’ portfolio allocation objectives at a time when we see a favorable valuation and fundamental environment for small caps.
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The missing ingredient in today’s large-cap allocations: value stocks
An extraordinary performance run in a handful of tech-oriented stocks is leaving many investors with a concerning amount of concentration risk in their equity portfolios and potential under-allocation to value stocks.
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The power of stock buybacks for creating shareholder value
There’s more to equity investing than just stock prices and dividends. Our research explores the substantial shareholder yield contribution from stock buybacks.
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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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