U.S. equities
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U.S. mid-cap stocks are flourishing in the shadows
Mid-cap stocks typically combine the most attractive attributes of large and small companies, but they're often underrepresented in portfolios, despite a history of outperformance over the past 25 years, often with less risk.
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Equity valuations aren't painting a pretty picture
U.S. equities are trading at above-average valuations, growth is uncertain, and companies have been using debt to pay dividends and buy back shares. It’s fair to say that something isn't right with this picture.
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Supermajor energy companies provide opportunity amid turmoil
Despite the uncertainty of oil prices, there's an argument to be made that improving cash flows and compelling valuations make supermajor energy companies attractive at today’s prices.
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U.S. large-cap stocks are on sale following the market pullback
January's correction put high-quality U.S. large-cap stocks on sale, and we believe we're positioned to benefit from the volatility.
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Volatility is back, but there's no recession on the horizon—yet
The slump in energy prices and weakness in China had U.S. equity investors looking for the exits in January. While our network expects heightened volatility, the economic outlook still calls for slow growth.
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Four reasons we're bullish on regional banks
U.S. banks appear primed to outperform following the aftermath of the financial crisis and an extended period of low interest rates.
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