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The next phase for US equities: Broader, resilient, durable
- Investment Management
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- 30.04.26
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• Short-term risks can shape sentiment, but equity outcomes over time are more often determined by earnings durability, business quality and company fundamentals. • Valuation concerns are valid, yet the US market continues to be defined by strong earnings growth, ongoing innovation and rising productivity. • The case for the US is increasingly broader, more resilient and more durable, underpinned by widening earnings leadership, economic steadiness and deep structural advantages. Download the article for further insights.