Equity Insights
Insights to help you navigate global stock markets
Browse our latest insights collection
What to know right now about equity investing -- all in one place.
38 Equity Insights
Mar 2025 · From the Field
AI²: How radical innovations are revolutionizing tech and health care
Twin developments are transforming the investment landscape.
Mar 2025 · Monthly Market Playbook
Have we reached peak U.S. exceptionalism?
Future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.
Feb 2025 · From the Field
Three ways growing dividends can add value for investors
Don’t overlook the long-term appeal of a rising dividend.
Feb 2025 · From the Field
Exploiting durable inefficiencies in GARP stocks
How we aim to capture value from mispricing in equities.
Feb 2025 · From the Field
Why the return of IPOs matters for growth investors
More IPOs mean more chances to invest in quality companies when they aren’t well understood.
Feb 2025 · From the Field
How an investment strategy can blend the best of active and passive
A research-enhanced strategy can help clients get more from their portfolio’s core.
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