Equity Insights

2025 looks like a good year for profits. Many of our investors favor adding to defensive and higher quality names while remaining cautious about AI stock valuations.

Discover the driving forces behind the impressive 15.1% rise in Eurozone equities in 2025. Explore how fiscal policies, structural changes and key sectors like Defense and Aerospace and Banks are fueling growth. Learn about the impact of geopolitical events, government spending and market dynamics on Eurozone's economic outlook. Stay informed with expert insights and analysis on the sustainability of this market rally.

What’s the most common statement we hear when asking a group of U.S. investors about international equities? One unsurprising, yet common, response is: They always underperform the U.S. Over the last 15 years, that statement generally rings true. However, setting aside recency bias and zooming out just a bit further, international equities outperformed the U.S. for 7-years period during the early 2000s, as they have in other periods.1With U.S. clients increasingly looking to diversify exposures to historically expensive domestic equities, there are a number of reasons to look internationally.

Explore the potential of small cap earnings in 2025 with Meera Pandit's insightful analysis. Discover why small cap stocks, despite an estimated 39% earnings growth, may face significant revisions and challenges. Learn about historical trends, economic factors, and investment strategies that could impact small, mid, and large cap equities.

Explore the sustainability of European equities' strong performance in 2025. Gabriela Santos analyzes the factors driving market gains, including cyclical recovery and structural changes, while highlighting potential risks like U.S. tariffs. Discover insights into global equity valuations and the future of international markets.

For the past two years, U.S. equities could do no wrong. Since the start of 2023, the S&P 500 has rallied 63%, made 58 new all-time highs with 15% lower volatility than average.

U.S. equity factors led the market lower in the fourth quarter of 2024, the first decline, in aggregate, since early 2023 as the market was challenged by stock investors’ preference for expensive, low quality stocks. Macro factors performed well.