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  1. AGCO to Present at the Jefferies 2014 Global Industrials Conference

    AGCO to Present at the Jefferies 2014 Global Industrials Conference

  2. Inflation Is Our Friend: Huh?

    AGCO stands poised to benefit from South America's agriculture revival.

  3. This Stock Will Keep On Truckin'

    We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.

  4. Industrials Stocks: Automakers Look Undervalued

    We are concerned about a slow start to U.S. light-vehicle sales this year, but we expect improvement once the cold abates.

  5. Slowing Farm Equipment Market Won't Uproot Economic Moats

    Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.

  6. Surviving D.C. Dysfunction

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  7. Are North American Farm Equipment Sales in a Bubble?

    After several strong years of U.S. and Canadian machinery purchases, growth rates look to slow.

  8. Our Outlook for the Credit Markets

    Widening investment-grade credit spreads and rising interest rates lead to losses.

  9. In Agriculture, It’s Good to Be Strong

    The sector is still largely cyclical, but companies with moats will be in the best position to take advantage of long-term secular trends.

  10. Credit Outlook: Sector Updates and Top Bond Picks

    Get our sector-by-sector take on the bond market, plus our five best bond ideas.

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