U.S. equities
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
/TL-34914-hero-image-1200x628.jpg)
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
Read more
-
Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
Read more