Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
U.S. Equities
Income Opportunities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut
Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

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

  • Download the Guide
     
    Guide to the Markets
     
    "On the Bench Appendix"
     
 
Download Problems? Click here

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
Broadening the search for yield: Diversify across asset classes and around the world
 
  • Dividends can be another important source of income. In fact, dividends have accounted for a sizeable share of historical 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.
  • Investors can generate income from other types of investments, such as REITs, convertible bonds and preferred stock, allowing them to further diversify their portfolio holdings while continuing to generate a satisfactory stream of income.
Discussion Slides
Interest Rates and Inflation
Yield Alternatives: Domestic and Global
Deploying Corporate Cash

Download Discussion