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Portfolio Discussions

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

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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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
Broadening the search for yield: Diversify across asset classes and around the world
 
  • Equity dividends can be another important source of income. In fact, dividends have historically accounted for a sizeable share of stock market total returns.
  • Investors might also look abroad for income solutions, as dividend yields on foreign stocks are often higher than those on U.S. stocks.
  • Dividend yields in many global markets are higher than 10-year sovereign bond yields in their respective countries.
Discussion Slides
Corporate Profits and Leverage
Yield Alternatives: Domestic and Global
Deploying Corporate Cash

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