georgeclerk Investment briefing US equities are exhibiting better investment characteristics given 1) the improving macroeconomic landscape and 2) extended earnings growth. The case for tactical allocation to global large-cap stocks is compelling, especially on the growth side of the axis. The market has already begun to price in a period of better business in the coming 12-24 months, led by a resilient economy and improving financial data. We have seen this as high-beta securities + instruments have rallied back towards previous highs seen in 2021/'22. With that in mind, forming a thoughtful judgment on all securities within the growth universe...