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International Equities – Where Value Goes to Hide

As U.S. equities outperformed over the last decade, helped by superior earnings growth and innovation, relative valuations of international stocks have fallen steadily. In fact, the valuation differential between U.S. and international equities is at its widest since the 2008 financial crisis. With improved operating margins, beneficial structural trends, the likely capex revival, and fiscal spending, are international stocks positioned to outperform? We believe so.

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Which Small-caps Seem Likely to Benefit From Biden's Infrastructure Plan?

The term “infrastructure” has come to the forefront in recent months thanks to the Biden administration’s focus on renewing and improving America’s physical footprint through additional fiscal stimulus. It also has a dual aim of improving the pace of economic growth.

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