Trouble on the Margin?

It’s been a very strong earnings season for US companies. But for many, it’s becoming much more challenging to expand profit margins. In a tougher environment, we think investors should focus more closely on revenue growth to find stocks that can thrive.

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Tax Inversions: Tail Wags Dog?

The uproar over Pfizer’s failed bid for AstraZeneca has faded, but the tax inversion debate is just heating up. This week, Medtronic’s offer for Covidien has again raised questions about why companies are so eager to move their tax homes abroad—and what it means for investors.

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Who’s Afraid of Low, Low Rates?

Falling yields on Treasuries are often seen as a signal of a weakening economy that could undermine stocks. We think there are other explanations that don’t threaten the outlook for equities.

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Investing in an M&A Boom

Equity markets got off to a rough start in 2014, but a resurgence of corporate dealmaking has given investors reason to cheer. With executives’ confidence increasing, and companies sitting on a mountain of cash, we think that the stage has been set for a sustained recovery of US takeover activity.

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