Equities Time to consider value?
If the economy reaccelerates and the Federal Reserve continues cutting interest rates, we believe value stocks could be poised for a resurgence.
Insights on investing implications, market movements, and structural changes in a shifting world.
If the economy reaccelerates and the Federal Reserve continues cutting interest rates, we believe value stocks could be poised for a resurgence.
The backdrop is favorable for growth and limited inflation pressure. We’re moderately overweight in stocks, favoring value and small- and mid-caps.
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With a solid overall credit health, attractive valuations, and near-historic high yields, our muni Chief Investment Officer makes a case for munis.
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
We expect OK growth and lower rates, and are focusing on the front-end of duration, and continuing to lean into sectors with strong fundamentals.
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