U.S. equities
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Regional bank failures create potential risks and opportunities for investors
The failure of several banking entities in just a few days has spurred extraordinary measures from U.S. regulators, but investors remain skittish. Read more on how these events shape our outlook for the banking industry.
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Managing valuation and quality risk with mid caps
Mid-cap equities currently present a pocket of opportunity for investors, helping to mitigate valuation risk and quality risk within portfolios.
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Valuation, fundamentals, momentum: the case for mid-cap value stocks
Are mid-cap value stocks a good investment? With low valuations, attractive fundamentals, and robust business momentum, they could offer attractive opportunities to investors—even against the backdrop of a potential recession.
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What does the Inflation Reduction Act mean for renewable energy?
The Inflation Reduction Act is anticipated to support a more rapid transition to renewable energy. This is how it may benefit energy producers.
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Building community: a new look at the role of U.S. regional banks
U.S. community and regional banks play a pivotal role in providing banking services to customers in rural and underserved regions nationwide. These banks' commitments to community investment were critical during the COVID-19 pandemic, which highlighted the importance of lending to small businesses.
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U.S. banks’ fundamentals continue to strengthen despite the economic slowdown
The latest quarterly earnings reports from U.S. regional banks confirm the potentially favorable investment outlook as loan growth and an improved interest-rate environment provide a tailwind for the industry.
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Inflation, rising rates, and the return of the value cycle
Do rising rates and the effects of high inflation signal the return of the value cycle? A review of the case for value investing in today's environment.
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Four reasons why U.S. small-cap stocks look attractive despite today’s headwinds
With historically low valuations, small caps present an abundance of opportunities as we look ahead to a period of economic transition.
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Stocks on sale across the value-growth spectrum
Fears of recession shouldn't blind us to signs of economic strength or opportunities in distressed sectors—particularly tech. We provide an overview of where we see opportunities now.
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U.S. banks’ three-stage pandemic recovery remains on track
The latest quarterly earnings reports from U.S. regional banks confirm the favorable investment outlook as the industry looks ahead to rising interest rates.
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