There is a growing case for US mid-cap stocks for those investors seeking exposure to value equities, according to AllianceBernstein (AB).
Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Growth and US equities are most exposed to rising yields, argues the investment manager.
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).