We took a deeper dive into the key takeaways that investors need to internalize on the topics of Repatriation and Corporate Inversions.
In both our Q4 themes presentation and our Macro team’s call on tax reform in November we outlined some key precedents and return of capital scenarios around Indefinitely Reinvested Foreign Earnings returning home.
We expanded on these topics among others by taking a more micro view at the sector and company level. We also covered the coming reversal of Corporate Inversions which results from potentially mandatory provisions in the Senate and House Plans and marginally more competitive domestic tax rates. If you missed it catch the replay below.
CLICK HERE to watch the replay.