Research Magazine June 2014



Investment Spotlight

  • Trends Point to Growth & Stability

    Developed nations are showing renewed signs of stability in output growth and employment, according to recent data from the International Monetary Fund. Meanwhile, the emerging markets of the world have hit an important milestone: Their combined gross domestic product now represents more than 50% of global production, a recent IMF...

  • Appetizing Profits

    Kraft Foods Group Inc.'s (KRFT) Q1 2014 [results] marked a balanced start to the year, with soft organic sales (-2.4%) offset by gross-margin upside and increased marketing reinvestment. Our full-year outlook is largely unchanged, and we reiterate our Overweight rating and confidence in low double-digit earnings per share growth for...