U.S. equities
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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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Growth or value in small caps? Consider a core approach
A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.
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Momentum within value
The end of 2020 saw value making serious inroads on growth. Is that a signal of what's ahead? We offer a valuation-conscious analysis of what could be in store for the markets.
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Why mid caps may lead the way out of recession
Mid-cap value stocks may provide some diversification and opportunity for investors who want to participate in the U.S. postrecession recovery.
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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