US Equities: Resilience, Growth & Hidden Opportunities
The US equity market is entering a selective phase shaped by interest rates and market dispersion. While momentum has rewarded investors, concentration risk beneath the surface creates distinct regional, sector, and valuation opportunities.
In this series of highlight interviews, we cover key themes including:
- The impact of AI across enablers, adopters and disrupted businesses
- Resilient income and opportunity in value stocks
- Attractive valuation entry points in small and mid caps
Artemis’ Cormac Weldon sets out:
- The importance of earnings momentum beyond the MAG7
- Valuation attractions of small/mid caps
- How smaller companies can also benefit from the AI Boom
BNY Investments’ John Bailer sets out:
- The diversification benefits of value investment
- Opportunities in the AI boom beyond hyperscalers
- BNY’s approach to building resilient US Equity Income portfolios
Baillie Gifford’s Philip Rae sets out:
- Long-term growth opportunities across the US equity market
- The role of innovation and structural change in shaping future leaders
- Unearthing Tech leaders supporting the AI boom
With big thanks to our panelists:
- Kalinka Dyankova – UBP
- Anais Gfeller – Lombard Odier
- Jack Byerley – Verso
- Eric Louw – Aberdeen
- Bev Aubrey – Copia Capital