Equity Insights

Have U.S. stocks become too expensive?

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

Drugging the undruggable: How biotech innovation is creating opportunities for investors

A golden age of drug discovery creates opportunities in small- and mid-cap biotech stocks.

How AI’s rise is changing the game for software companies

The AI revolution is shaking up the software industry. Which companies will get stronger?

Restoring America’s nuclear energy capacity—Digging in to potential impacts and implications

Recent executive orders from the White House call for the quadrupling of U.S. nuclear energy capacity by 2050.

Investing in emerging markets equity

There are a number of ways to invest in EM equities

Policy shifts shed new light on global equity opportunity set

Policy changes, geopolitical concerns, and potential paradigm shifts will demand an active approach.

China: Uncovering opportunities amid tariff truce and beyond

With lingering uncertainties from tariffs, we assess their potential impact on the Chinese economy.

Policy risk in U.S. health care: Impacts less than feared despite the noise

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

Caution: Stocks could face speed bumps ahead

U.S. equities have rallied due to decreased tariff fears. But we remain cautious.

Dynamic markets may favor a hybrid of active and passive investing

An active-enhanced index strategy has the potential to add value in a variety of environments.

The “Magnificent Seven,” equity market concentration, and portfolio strategy

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

Adapting to structural market changes

Structural market changes require an understanding of risks and adapting old strategies

Will President Trump’s reshoring policies fuel an industrial acceleration?

New policy measures could provide the catalyst to address long-term trends.

In a world of flux, fundamentals (and active stock picking) matter

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

AI²: How radical innovations are revolutionizing tech and health care

Twin developments are transforming the investment landscape.

Have we reached peak U.S. exceptionalism?

Future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.

Three ways growing dividends can add value for investors

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

It's a smaller world—finding the winners in the new small-cap landscape

The shrinking U.S. stock market poses a challenge for investors

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.

AI agents and robotics: Key drivers of future tech innovation?

The evolution of AI could boost productivity as firms make progress on autonomous applications.

Strategy Overview – US Smaller Companies Equity