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Stock impact report

Investors may go value hunting in 2026 as AI rally matures [Globe and Mail, The (Toronto, Canada)]

Lazard LTD. Lazard, LTD. Class A (LAZ) 
Last lazard ltd. lazard, ltd. class a earnings: 4/30 06:49 am Check Earnings Report
US:NYSE Investor Relations: investor.shareholder.com/lazard
“This environment is ripe for active investing,” strategists at BlackRock Investment Institute said. Metal prices were the standout winners in 2025 as the dollar slumped ?on expectations of ?interest rate cuts by the Federal Reserve, which also boosted emerging market assets. But strategists are betting on a few other asset classes to gain traction this year. SMALL CAP STOCKS After years on the sidelines, U.S. small caps may return to the spotlight as earnings prospects improve and borrowing costs fall. “The big difference going into 2026 is that we finally are seeing earnings growth come back into small caps,” said Oren Shiran, portfolio manager at Lazard Asset Management. Traders expect two 25-basis-point cuts from the U.S. central bank in 2026, according to estimates compiled by LSEG. Small cap companies typically carry higher debt, so ?they are among the first to benefit when interest rates move lower. Jefferies equity strategist Steven DeSanctis expects the Russell Show less Read more
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