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Portfolio Discussions

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

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Diversified sources of income

With interest rates at historic lows and traditional fixed income failing to meet investors' income needs, diversifying across asset classes and internationally has never been more important.

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 may also look abroad for income solutions, as dividend yields on foreign stocks are often higher than those in the United States.
  • Investors can generate income from foreign bonds, as well as other types of investments, such as REITs, convertible bonds and preferred stock. This allows them to further diversify their portfolios while generating income.
Discussion Slides
Cash accounts
Interest rates and inflation
Yield alternatives: Domestic and global

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