Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Expected returns and correlations of asset classes.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
The how and why of diversification
New dimensions of diversification