Equity Insights

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

2025 Outlook for US Smaller Companies

Growth or value? Why choose when you can have core?

Making stock selection the main driver of excess returns.

Disciplined investing amid a dynamic U.S. market environment

Looking toward 2025, U.S. equity market returns are likely to be harder earned.

Unlocking opportunities: Market broadening and a new chapter for emerging markets

How broadening equity returns and reemergence of EMs require a different mindset.

AI’s “easy money” era is over, but an abundance of opportunities remain

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

Radical innovations revealing real prospects in health care

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