Value opportunities gain traction in turmoil
Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.
Author: Darren A. Jaroch, CFA
The dollar could be a drag on dividends
The stronger U.S. dollar can challenge corporate earnings and the ability of companies to pay dividends.
What rising rates mean for stock dividends
Although rising interest rates will likely taper demand for dividend-paying stocks, we have seen a significant expansion in the universe of companies with the ability and willingness to pay a dividend. The high-yielding sectors — the so-called “bond proxies” — particularly REITs and utilities stocks, will be most affected by initial interest-rate moves. Looking ahead,
For stock dividends, growth potential matters
Analyzing dividend-paying stocks focuses on more than just yield. It’s important to differentiate companies that can simply support a dividend from those that can potentially grow the dividend in the short or long term.
Opportunities emerge as macro risks fade
The fading risks of a major deleveraging event in Europe and a hard economic landing in China, along with partial progress on U.S. budget issues, may encourage investors to take a new look at opportunities in equities.