U.S. equities
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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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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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