Equity Insights

Beijing has launched a new wave of supply-side reforms.

High U.S. equity valuations are supported by healthy fundamentals and booming investment in AI.

A golden age of drug discovery creates opportunities in small

With historically high quality, expensive large-caps could lag in an internal market rotation

Why we believe late-stage/growth equity is particularly compelling.

Forward earnings guidance to provide indications as to the impact of tariffs and any escalation.

Uncertainty in markets is understandable, but these challenges can help sharpen conviction in underlying investments.

With any new administration comes policy risk. For the U.S. health care sector, this risk tends to be magnified.

The outlook for equity market concentration and how to address it in active portfolios.

Durable, compound growth companies look best placed to navigate the near-term landscape.

Twin developments are transforming the investment landscape.

Don’t overlook the long-term appeal of a rising dividend.

A research-enhanced strategy can help clients get more from their portfolio’s core.

Investors need a fresh approach to relative valuation signals.

While companies are investing heavily in infrastructure and AI, the resulting depreciation and amortization should become a headwind to profitability.

AI will be disruptive. Growth investors should focus on what creates value over the long haul.

Making stock selection the main driver of excess returns.

Ex-U.S. small-cap stocks appear well-placed to outperform large-cap peers.

Artificial intelligence is set to be one of the biggest productivity enhancers for the global economy since electricity.

A new generation of treatments are paving the way for a golden age in the sector.

Declining mean reversion and a focus on sustainable growth.

Shifting conditions should create new opportunities in private credit and private equity.

Powerful factors provide a relatively positive backdrop for equity markets in 2025.

How could asset managers use AI to boost and refine investment research?

The postelection shift from campaigning to governing can create uncertainty for markets.

Presidential election will shape the pace of deglobalization.

Meet the Manager Paul Greene, Portfolio Manager, US Large-Cap Core Growth Equity Strategy.

How innovations in artificial intelligence, health care, and the energy transition can create value.

Geopolitics, sticky inflation, and peaking earnings growth point to elevated volatility.

The outcome of the presidential election could have important implications for U.S. energy policy.

Attractive valuations aside, a catalyst is needed to drive a positive rerating of U.S. smaller companies—and the outlook is encouraging.

Market concentration in U.S. and technology stocks a concern for clients.

South Korea’s “Corporate Value-Up Program” is modeled after similar reforms in Japan.

Beyond the technology sector, how is artificial intelligence being used in broader market areas?

Discussing AI’s implications on growth, employment, and productivity.