Search results for: affordable care act

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Death, taxes and Medicaid expansion

Almost as certain as death and taxes is Medicaid expansion under ACA and the move by states toward Medicaid managed care and away from traditional fee-for-service. Medicaid managed care enrollment will expand as states transition beneficiaries from fee-for-service coverage to managed care and the “opt-in” states broaden eligibility.

Tagged with: Equities, Investing

Antibiotic resistance — What it means for drug manufacturers, hospitals and diagnostic companies

Overuse of antibiotics has led to new classes of “super bugs” that are resistant to current or traditional antibiotic treatments. Legislative and economic incentives are driving innovation and adoption of new technologies in the antibiotic resistance category across the investable healthcare spectrum.

Tagged with: Equities, Investing

The taxman cometh

New and higher taxes will increase what many owe. Muni bonds can help mitigate your tax bill.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Profit margin watch

Corporate profit margins can come under pronounced pressure from various forms of disruption. Firms need to invest in technology and distribution systems to support customer preferences and stay competitive.

Tagged with: Equities, Investing, Markets

New taxes require strategies to maximize after-tax return

Higher earners with taxable investments are most susceptible to triggering the net investment income tax, a surtax of 3.8% that applies to taxable investments. An asset location strategy involves placing a greater percentage of the most tax-sensitive investments in tax-deferred accounts.

Tagged with: New Tax Regime

Puerto Rico’s credit challenges intensify

Puerto Rico’s new debt restructuring law led to a Moody’s downgrade. Our assessment of the relative strength of Puerto Rico’s general obligation bonds remains unchanged, as they are not covered by the new law.

Tagged with: Fixed Income, Investing

A less certain world favors high-quality stocks

Current sentiment indicators do not suggest that Europe is heading back towards recession, though GDP growth will remain subdued. If Q3 sees a rebound, full QE may be unlikely this year, but any further weakness will increase the pressure on the ECB to act.

Tagged with: Economy, Equities, Global Economy, Investing, Markets

Is Europe Heading for Japanese-style Deflation?

There are many parallels between the euro area today and Japan in the 1990s. The euro area appears to be on track to avert deflation in the short term.

Tagged with: Equities, Global Economy, Investing, Markets

Lifting the U.S. oil export ban — Who wins?

Industry participants and elected officials have made recent calls to reconsider the 40-year-old ban exporting U.S. oil. Lifting the crude export ban would strengthen the U.S. oil industry as well as the overall economy.

Tagged with: Equities, Investing

Defense industry outlook — Looking past the headlines

The outlook for U.S. defense contractors has been improving despite all the negative headlines. Army spending is under pressure, but Navy and Air Force spending remain well supported.

Tagged with: Equities, Investing
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