Pension funds can build better portfolios by adopting strategies used by insurers
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.
A weekly review of global markets and multi-asset portfolios
After global earnings growth ground to a halt in 2019, we expect a modest recovery this year—a key element of our positive view on equities as an asset class.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics