Tag: capital spending

January 14, 2021

Stumbling Capital Spending Set to Get Up and Running

After capex rebound, financial and industrial stocks should benefit most, BCA study says.

Market Moves February 5, 2020

Business Spending Is Headed for Another Pinch-Penny Year

The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.

Market Moves March 14, 2019

Productivity May Finally Be on the Rise, Economist Says

Tech advances like AI, plus Fed restraint, may at last lift it out of the doldrums, Natixis’ Lavorgna believes.

Market Moves August 24, 2018

Uh-Oh, Stock Buybacks Exceed Capital Spending in 2018

This further fuels the debate over whether corporate America favors investors now or its long-term future.

Market Moves July 5, 2018

New Tax Law Will Aid PE-Owned Companies, Study Says

PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.

Market Moves July 5, 2018

Capital Spending Shows Robust Growth for a Change

Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.