With 4Q24 earnings on track to grow 17%, and 10 out of 11 sectors delivering positive performance, our portfolios are currently in base positioning.

While investors grapple with continued geopolitical uncertainty, we maintained the base positioning in our Global Perspectives portfolios.

While investors grapple with economic crosscurrents, U.S. corporate earnings remained positive, maintaining our base positioning...

Favorable economic conditions and strong earnings momentum could underpin a broadening rally and continued strength in U.S. equities.