U.S. equities
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Earnings power is propelling the bull market into its next stage
Now in its ninth year, the U.S. equity bull market appears to be entering a new phase, with positive earnings momentum replacing accommodative monetary policies as the key catalyst.
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U.S. equity market valuation spreads suggest a value resurgence
As valuation spreads broaden across the U.S. equity market, see why a rotation to value investing could be profitable for long-term investors.
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Capital spending should rise in 2017, just not as much as many think
U.S. companies are flush with cash and a political transition is under way, creating favorable conditions for higher capital spending. But many firms will continue to find better uses for their cash.
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The value investing resurgence: favor cyclical over defensive sectors
As cyclical sector leadership broadens across the U.S. equity market, see why the technical trends now favor value investing for the first time in a over decade.
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Financials have more going for them than the election results
While a Trump presidency is viewed as favorable for financial stocks, the sector already had some key tailwinds heading into 2017.
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Equity valuations: fair, but the market is stocked with active opportunity
The current stock market environment is near its long-term average multiple of forward earnings, yet if you examine the individual layers beneath the surface, they reveal stocks and sectors that are clearly mispriced.
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September's volatility—part seasonal, part fundamental
September's volatility may be easy to dismiss as merely a seasonal event, but there's more lurking beneath the surface.
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Valuation spreads suggest historic opportunity
Equity valuation spreads continue to widen and are approaching levels last seen during the dot-com bubble. Our research suggests this may portend a significant opportunity for value stocks.
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U.S. mid-cap stocks are flourishing in the shadows
Mid-cap stocks typically combine the most attractive attributes of large and small companies, but they're often underrepresented in portfolios, despite a history of outperformance over the past 25 years, often with less risk.
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Equity valuations aren't painting a pretty picture
U.S. equities are trading at above-average valuations, growth is uncertain, and companies have been using debt to pay dividends and buy back shares. It’s fair to say that something isn't right with this picture.
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