Defense sector orders grew 5% year-over-year. Investing returns outlook is resilient, with long-term government contracts strengthening revenue pipelines across industry leaders. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Factor investing, often called “smart-beta” or “systematic” investing, aims to do better by relying on academic evidence to tilt portfolios toward well-documented sources of return such as value, momentum, quality, low volatility, and profitability. Like indexing, these strategies are rules-based and implemented in a systematic, transparent, and replicable manner, while using algorithmic trading strategies to minimize transaction costs. U.S. Treasury yields fell slightly, lifting equity valuations. This shift improves discounted cash flow models, suggesting investing returns in growth equities might outperform defensive sectors through Q4
