Choose your location

Current selection

Luxembourg
English
Canada
United States
Australia
Hong Kong
Japan
New Zealand
Singapore
South Korea
Austria
Belgium
Denmark
Estonia
Finland
France
Germany
Iceland
Ireland
Latvia
Lithuania
Luxembourg
Netherlands
Norway
Portugal
Sweden
Switzerland
United Kingdom
US Equities
Highlighting the opportunities across the US
We believe our clients’ goals are too important to be managed on autopilot. Going beyond the numbers is only possible with depth and breadth of resource – we don’t just sit behind the desk. We believe performance dispersion in US equities brings opportunities for our long-term, long-established strategic investment approach. Find out more about our US strategies here.

US Equities

Discover how we are ideally positioned to deliver opportunities across a range of US equities
Latest Analysis

July 2022 / INVESTMENT INSIGHTS

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy Sector

Four Key Considerations Within the U.S. Energy...

Looking for “multiple ways to win” in the broad energy space

By Gabe Solomon

Gabe Solomon Portfolio Manager

June 2022 / INVESTMENT INSIGHTS

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have Longevity

This Time, the U.S. Value Rotation May Have...

More persistent inflation and rising interest rates change the landscape

By Gabe Solomon

Gabe Solomon Portfolio Manager

May 2022 / INVESTMENT INSIGHTS

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for Growth Stocks

Navigating a Challenging Environment for...

We are positioned relatively defensively amid rate headwinds

By Taymour Tamaddon

Taymour Tamaddon Investment Analyst

May 2022 / VIDEO

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Big Pharma: Navigating a Golden Age of Innovation

Investors should focus on trends in the duration and diversity of a large-cap biopharma...

By Jeffrey Holford

Jeffrey Holford Vice President

March 2022 / POLICY INSIGHTS

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

U.S. Fiscal Stimulus: Takeaways for Investors

Timing, scale, and targets of new spending are key considerations.

By Katie Deal

Katie Deal Washington Analyst U.S. Equity Division

February 2022 / INVESTMENT INSIGHTS

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Focused on Fundamentals in an Unsettled Market

Discerning the durable from the temporary is key to our process.

By Paul Greene

Paul Greene Portfolio Manager

May 2021 / BLOG

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes to Economy

In First 100 Days, Biden Maps Big Changes...

Expect tax hikes to fund infrastructure upgrades and innovation

By Katie Deal

Katie Deal Investment Analyst

May 2021 / BLOG

Navigating a Landscape of Interlinked Crises

Navigating a Landscape of Interlinked Crises

Navigating a Landscape of Interlinked Crises

Opportunities presented by public policy in the Biden era

By Katie Deal

Katie Deal Investment Analyst

April 2021 / INVESTMENT INSIGHTS

The Long-Term Appeal of Durable Growers Remains Intact

The Long-Term Appeal of Durable Growers Remains Intact

The Long-Term Appeal of Durable Growers Remains...

Some of the best large-cap growth stories have often contained multiple chapters

By Larry J. Puglia & Paul Greene

By Larry J. Puglia & Paul Greene

March 2021 / BLOG

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Cooling U.S.-Europe Trade Tensions Could Lead to Bigger Deal

Cooling U.S.-Europe Trade Tensions Could...

Biden likely to seek European support to exert pressure on China

By Katie Deal

Katie Deal Investment Analyst

January 2021 / BLOG

What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for...

Unified government puts fiscal stimulus, tax increases on table

By Katie Deal

Katie Deal Investment Analyst