Capital Markets: Observations & Insights

Key Observations

• Business spending is set to accelerate and outpace the broader economy, given an earnings resurgence, strengthening business confidence, and potential tax cuts • Growth equity fundamentals have outpaced those of Value stocks , driving performance results • Leading indicators suggest that economic growth and corporate profits will continue to expand

Table of Contents

Business Spending Boost Performance Fundamentals Valuation

Pages 3-7 Pages 8-16 Pages 17-24 Pages 25-29

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