US Equities: Resilience, Growth & Hidden Opportunities
The US equity market is entering a more selective phase, shaped by shifting interest rates, evolving business models and continued political and market uncertainty. While strong momentum has rewarded investors, performance has become increasingly concentrated, with dispersion beneath the surface creating both risks and opportunities.
In this series of highlight interviews, we explore key themes including:
- US market concentration and valuation risk
- 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
With big thanks to our panellists:
Kalinka Dyankova of UBP
Anais Gfeller of Lomard Odier
Jack Byerley of Verso
Eric Louw of Aberdeen
Bev Aubrey of Copia Capital
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 then AI Boom
BNY Investments’ John Bailer sets out:
- The diversification benefits of value investment
- Opps 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 market leaders
- Unearthing Tech leaders supporting the AI boom