Value opportunities gain traction in turmoil
Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.
Beneath dire headlines about plunging markets, we are seeing value opportunities assert themselves.
The stronger U.S. dollar can challenge corporate earnings and the ability of companies to pay 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,