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Citigroup shifted to neutral on U.S. equities, warning that AI safety concerns, rising Treasury yields, and surging oil prices threaten corporate earnings growth. With futures pointing lower and seas…
Persistent economic headwinds, bond market sell-offs, and rising geopolitical tensions are driving investors from growth equities toward defensive value strategies. While the S&P 500 remains resilien…
WestEnd Capital released its Q2 2026 investor letter, noting strong U.S. corporate earnings efficiency with S&P 500 net profit margins reaching decade-high levels of 14.8%. The fund also highlighted …
The London Company initiated a position in Republic Services (RSG) in Q2 2026, highlighting its pricing power, non-discretionary revenue, and irreplaceable landfill assets. The fund noted strong S&P …
The London Company reported strong Q2 equity rebounds led by AI infrastructure spending and semiconductors. Optical communications leader Corning surged on data center demand, driving broad market ga…
The London Company's Q2 2026 strategy gained 12.3%, citing broad market gains and AI spending alongside high valuation headwinds. The fund highlighted defense contractor Northrop Grumman, noting soli…