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.
EURUSD should be rangebound
The performance of the US dollar significantly diverged from relative rate spreads
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.