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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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Dividend-paying equities

With interest rates still at historic lows, investors can no longer focus exclusively on the bond market for income-generating solutions. Dividend-paying equities can provide investors with income, and rising dividend payout ratios, coupled with a consistently growing economy, could result in attractive returns. But selectivity matters, as some of the highest dividend paying sectors have become expensive.

Economic Expansions and Recessions
Corporate balance sheets have improved considerably over the past five years
 
  • S&P 500 firms have posted strong earnings growth since the recession, driven by cost trimming and deleveraging. While earnings growth turned negative at the end of 2014, we expect it will return to positive territory in the second half of 2015.
  • Many companies are poised to execute on growth plans, as well as strategies to distribute earnings and retained cash to shareholders.
Discussion Slides
Corporate profits & leverage
Deploying corporate cash
Yield alternatives: Domestic and global

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