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

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Dividend-paying equities

With the prospect of rising rates, investors can no longer focus exclusively on the bond market for income-generating solutions. Dividend-paying equities provide income and the potential for gains as dividend payout ratios potentially improve as the recovery continues.

Economic Expansions and Recessions
Interest rates and market performance: Historically low rates pose a risk
 
  • With interest rates in the U.S. at historically low levels, investors have had a difficult time generating income in their portfolios.
  • Given that real interest rates have been moving in and out of negative territory and hovering around zero, directionally, it's possible that rates continue rising, which is a risk for bondholders.
Discussion Slides
Interest Rates and Inflation
Yield Alternatives: Domestic and Global
Deploying Corporate Cash

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