Equity Insights

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.

Looking for durable, needle-moving growth in the AI tech stack

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

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.

Weaker growth and lower rates set to open up private markets

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

Rate cuts provide opportunities for U.S. small-caps and financials

Valuations remain stretched, but the market is broadening.

Value and small-caps could power international equities

There are significant structural opportunities at attractive prices.

Key considerations for global equities beyond the U.S. election

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

Inflation, Energy and Market Volatility - Perspectives on Global Equities

What’s in store for global equities? David Eiswert discusses interest rates, energy and market volatility