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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
Stronger economic data has created an opportunity to review positioning across asset classes. We are maintaining the overweight to small and mid cap equities but evaluating the implications of economic conditions staying on the current path.
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
Small cap stocks have generated attractive investment returns over the long term. The Touchstone Small Company Fund seeks to invest in profitable small cap stocks, avoiding unprofitable small cap stocks and reducing the risk levels of investing in small cap stocks.
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.
We believe it is important that investors today take a more selective approach to small-cap and mid-cap stocks, often referred to as “SMID-cap” stocks, given elevated levels of low-quality debt.
U.S. Equities
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