Our site uses cookies to improve your visitor experience. By browsing our website, you agree to the use of cookies and agree to our privacy policy.
U.S. Equities
U.S. equities comprise a substantial share of the global equity market. Insights into them are essential both for the investment opportunities they represent as well as in the context of a deeper understanding of portfolio construction. Go to these articles for insights and perspective on U.S. equities.
Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Brian Cheyne, CFA, CIMA
We believe the combination of moderating inflation and resilient growth may create a goldilocks economic backdrop for U.S. stocks. We favor mid and small cap stocks over large caps as both have more favorable valuations and compelling fundamentals going into 2025. We are biased to Value over Growth on concern about concentration risk in large cap growth indices.
Investors are potentially missing out on a major portion of the market by not participating in the mid-cap arena. Are you overlooking this opportunity?
Explore timely insights on growth vs. value. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Explore timely insights on equity return potential. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
The approach utilized for the Touchstone Balanced Fund seeks to overcome shortcomings associated with traditional balanced stock/bond portfolios while adding value through active management. Fort Washington Investment Advisors, Inc. the Fund’s sub-advisor discusses two proprietary tools designed to address this.
Fort Washington Investment Advisors, Sub-Advisor to the Touchstone Small Company Fund
Our latest white paper explains our belief that small cap stocks are an inefficient asset class and that the key to capitalizing upon these inefficiencies is through the application of a consistent, differentiated approach that focuses on downside risk.
Fort Washington Investment Advisors, Sub-Advisor to the Touchstone Small Company Fund
Small cap stocks have generated attractive investment returns relative to other asset classes and stock market capitalization segments over time. We offer a look at inefficiencies within the asset class and drivers of small cap returns.
U.S. Equities
0
Loading
at
is typing...
Ready to Continue?
You have clicked a link to access information on an external website, so you will be leaving westernsouthern.com.
When you select a link to an external website, you are subject to the privacy, copyright, security, and information quality policies of that website. The Western & Southern Financial Group:
DOES NOT control or guarantee the accuracy, legality, relevance, timeliness, or completeness of information contained on a linked website;
DOES NOT endorse linked websites, the views they express, or the products/services they offer;
CANNOT authorize the use of copyrighted materials contained in linked websites;
IS NOT responsible for transmissions users receive from linked websites;
DOES NOT guarantee that outside websites comply with the accessibility requirements of Americans with Disabilities Act.
