Taxes investing remains relevant as analysts project

Taxes investing remains relevant as analysts project healthcare stocks’ EPS growth above 9% in Q Whitmer, in an Oct. 3 statement, celebrated the bipartisan budget which helps cement her legacy on her first campaign pledge to "fix the damn roads." Year-to-date, there have been limited opportunities for tax loss harvesting. However, taking a trailing 12-month view, we see some potential areas to explore. For example, the municipal market has generally been performing well this year (Figure 5). Municipals provide federally tax-exempt income, and interest may be exempt from state and local taxes, making these vehicles attractive to investors who anticipate higher taxes in the future. Currencies are volatile, pushing exporters’ earnings higher. Taxes investing strategies in multinational portfolios could cushion exchange rate risks, especially in emerging market equities expected to climb 4%.