U.S. equities
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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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Banks are back: a look at three stages of U.S. bank recovery
A year and a half into the pandemic, U.S. bank stocks have proved resilient. Two industry specialists explain why they maintain a favorable view of the segment.
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What does healthy consumer spending mean for the U.S. economic recovery?
While there are countless factors that affect the equity markets and the economy as a whole, it’s undeniable that the U.S. consumer is one of the largest. We believe that the strength of the U.S. consumer will continue to power the economy and the markets forward.
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Seeking value without the traps
Value investing is never as easy as finding the lowest valuation stocks. We explore why valuation metrics must be supplemented by a focus on quality and free cash flow.
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Bright outlook: 9 takeaways from a strong quarter for U.S. banks
Since the pandemic began, U.S. banks have successfully retrenched. Their latest earnings bolster our expectations that banks will lead a broader economic recovery.
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