Hitting The Economic Sweet Spot In 2018
The global economy is enjoying a sustainable economic expansion with a long-awaited recovery in investment, manufacturing, domestic demand, and trade.
U.S. Tax Reform: A Helpful Tailwind For Financials
Tax reform has been the cornerstone of President Trump’s legislative agenda, potentially providing a new catalyst for U.S. economic and earnings growth in many sectors. We think tax reform will bolster the Financials sector, which already benefits from solid fundamentals,...
Investment Update: From Monetary to Fiscal Stimulus
Jeff Mortimer’s November Investment Update discusses the transition from monetary to fiscal policy, taking a closer look at the Federal Reserve as it takes the lead. Jeff highlights previous tax cuts and their impact on the markets, as well as...
What Proposed Tax Reform May Mean For Municipal Bond Investors
Since Republicans won control of both houses of Congress and the White House in last fall’s elections, investors have been anticipating the first major changes to the nation’s tax code in 30 years.
The Next Energy Trend
Oil & gas companies create environmental and safety risks every day, and properly evaluating a company’s ability to manage these risks is part of analysts’ job in developing a robust investment thesis. While reporting on these issues improves almost daily,...