High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Article discussing how low growth, low yield environments are good for equity income investing.