is the us dividends party over
The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.
The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.
What most investors understand when we talk about 'emerging markets' is actually a group of countries with such different economic and market drivers and with hugely different dependencies on the rest of the world, that we need to stop refering to them as a single investment concept.
Residential property is gaining traction as an investment in its own right and at £5trn in size it dwarfs the commercial property market.
The introduction of KIIDs means that, given Lehman Brothers' collapse was just over five years ago (15 September 2008), fund groups will have to reflect this material change to investors – but will investors really understand why volatility has not actually reduced?
As China slowly moves its main source of economic growth from exports to domestic consumption there are twin universes appearing of state-dominated sectors such as energy, telecom, and banking alongside more nimble service and consumer sectors.
A company can giveth as easily as it can taketh away so it is not enough to identify a high dividend yield as its dividend sustainability is arguably an even more important factor.
Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
Structured products have their naysayers without doubt but are advisers using them for the wrong client who then blame the product providers or are there structurral flaws that still need to be resolved?
There are increasing signs that politicians are experiencing fiscal fatigue. However, government finances continue to deteriorate as debt rises relative to national income.
In a reversal of fortune, economic headwinds are triumphing over increasingly popular high yield bonds as investors ready themselves for a rising interest rate environment.
What's in store for China after the disappointments of 2013?
Emerging market equities have been suffering from investorss’ sell-off mindset for several months but where to next? Stay put or look elsewhere?