Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
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With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Hear about the major trends that could shape the energy sector in the new year.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Daniel Sullivan discusses the outlook for 2024 and explains his team’s constructive view for the resources sector.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.