U.S. equities
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Volatility spikes, but earnings steam ahead
Portfolio Manager Michael Scanlon puts recent market volatility in context and considers how corporate earnings may remind us of the market's opportunities.
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Tax reforms earnings boost is far from uniform
The new tax law may result in market rotation in favor of sectors that stand to gain the most from lower corporate rates. Earnings are already being revised higher.
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How small cap stocks may benefit from the new tax law
The recently passed tax law carries investment implications across sectors and capitalizations. Here's why we believe small caps stand to benefit in particular.
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Growing free cash flow: the key to sustainable equity shareholder yield
Some yield-oriented equity strategies focus on buying stocks with high dividend yields. However, the emphasis should be on dividend sustainability and growth; the shareholder yield investor can’t simply set it and forget it.
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Playing offense and defense with value stocks
Investors worried about elevated valuations and the potential for a market correction should take a closer look at value stocks. They offer a rich source of opportunity and can act as a bulwark against market corrections.
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Dividend stocks: a source of value in today’s richly valued market
Dividend-paying stocks hold unique appeal in today’s valuation-rich global equity market, given their record of generating above-average performance with below-average volatility relative to the broad market.
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Are equity valuations too hot? Not for value creators
Equity valuations have risen, but an upward price trajectory may still be warranted for companies generating high returns on capital and compounding those cash flows.
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Why low-volatility stocks may hit bumps in the road
While low-volatility equity strategies appear well suited to provide downside protection in many drawdowns, they can leave an investor more vulnerable when bond yields are rising as stocks fall, our research shows.
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The technology stock rally has an open road ahead
While valuations look somewhat overextended, this year’s rally for information technology stocks may have more room to run, as we expect the sector to continue to drive solid earnings growth.
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The long-term case for tech stocks remains robust
Tech stocks have enjoyed large gains, and the recent run-up has left investors questioning the sustainability of current valuations. See why our long-term case for tech remains intact.
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