SOBRE ESTE EPISÓDIO
The world has been left bereft of “safe” yield for a decade. And over that time, savers have been required to adjust their perspectives regarding what’s possible in terms of income generation from a portfolio. That thinking has led many to pursue yield from dividend stocks, rather than bonds, as a means to bolster income. That approach may not be appropriate for many, considering:
* While dividend yields from stocks were higher than those available from U.S. Treasuries through much of 2020, that spread has turned negative again (stock market yields are generally lower than high-quality bond yields)* Dividend stocks are still stocks, which means they’re generally risker than investment-grade bonds* A focus on yield, alone, may unintentionally introduce other characteristics to the portfolio that might lead to outcomes different than had been expected
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Inglês
Estados Unidos da América
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Many trends suggest progress has been made against inflation, which remains historically elevated across most of the globe. And though mixed in their estimates for how quickly and to what level inflation will fall, survey- and market-based measures for future inflation reflect expectations for a r…
In recent months we’ve sought to highlight the notion that investment markets are forward-looking, meaning that they tend to reflect aggregate investor views as to where global economies and the countries and companies that operate within them are heading, rather than where they’ve been. But what d…
Seems reasonable to expect that corporate earnings are likely to fall on account of inflation-induced weaker profitability and a slowdown in revenue growth. The growth-stall is likely to stem in part from the Federal Reserve’s efforts to tame that margin-crushing inflation, as the Fed directly inte…
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