Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Emerging market equity: If you wait for certainty, you miss opportunity
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Article discussing how low growth, low yield environments are good for equity income investing.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies