Showing 1–4 insights out of 4 results
Research report
Margin Stall: Examining the outlook for free cash flow margins
Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.

Research report
Small talk: The case for SMIDs
We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.

Research report
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.

Research report
Earnings power: Equities face a challenged profit landscape
Corporate earnings have hit a snag and could inject volatility into markets going into 2020.

Showing 1–4 insights out of 4 results