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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 can provide investors with income, and rising dividend payout ratios, coupled with a consistently growing economy, could result in attractive returns.

Economic Expansions and Recessions
Corporate balance sheets have improved considerably over the past five years
 
  • S&P 500 firms have posted strong earnings growth over previous quarters driven by cost trimming and deleveraging, as well as a recent uptick in revenue growth.
  • 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 and Leverage
Yield Alternatives: Domestic and Global
Deploying Corporate Cash

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