Market Uncertainty— Never Comfortable But Potentially Profitable

A range of factors, both at a broad market level as well as company‑specific concerns, are contributing to a general sense of market uncertainty. And with uncertainty comes weakening investor confidence. However, for U.S. large‑cap growth investors, these periods of market uncertainty have historically provided some of the best opportunities to generate alpha. Beyond any short‑term uncertainty, U.S. large‑cap companies are driving much of the innovation that we are seeing in the market today. This remains an ongoing attraction