Equity
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What’s really powering growth in AI
- Our Blog
Our equity analysts and technology investment teams have been following AI since its inception to identify key players and areas of growth. At its heart, opportunity in AI is driven by growth in the need for computing power.
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How could Fed interest rate cuts impact dividend growing stocks?
- Chart on the Go
Companies that are growing dividends have historically performed well after the Fed cuts rates.
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For equity income, find strong balance sheets
- Videos
Michael Barclay, CFA, Senior Portfolio Manager
How does a high-rate environment affect dividend investing? Senior Portfolio Manager Mike Barclay explains how dividend-paying stocks may be affected by a higher interest rate environment and identifies areas of opportunity.
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A guide to investing in 2024
- Chart on the Go
How should investors think about positioning portfolios amid a shifting economic landscape?
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Macro risks weigh on equities: 2024 equity outlook
- Videos
Melda Mergen, CFA, CAIA, Global Head of Equities
With macro risks elevated, investors should focus on company research as they consider their equity allocation.