Haverford Viewpoint

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2017 | Commentary

Haverford 2017 Fall Outlook

2017 | Events

Haverford Intelligence Briefings

2017 | Announcement

2017 Haverford Speaker Series for Women

December 2016 | Commentary

Joe McLaughlin in PhiladelphiaLife Magazine

2017 | commentary

Haverford 2017 Fall Outlook

Nothing has derailed the markets, reminding us that the economy and corporate earnings are the most important drivers of equity performance.  Earnings growth is the driver behind the market’s recent gains. Since June of last year, global markets are up significantly in response to healthy profit growth.  Given a backdrop of improving profitability, market valuations appear reasonable. In addition to economic factors, the greatest driver of corporate profitability in coming years could come from tax reform. If tax reform passes as expected, multinationals stand to benefit from the repatriation of trillions of dollars stranded overseas. Smaller companies will benefit greatly as well, as they tend to have higher overall tax rates relative to their larger, more international, peers. [MORE...]

September 18, 2017 | commentary

Weekly Highlights

Highlights of the week ended September 15, 2017 and a look ahead to this week's expected announcements and potential market-moving activity. [MORE...]