Equity dividend or income strategies had a particularly difficult time in 2020, thanks to the deep, if short‑lived, global recession triggered by the coronavirus pandemic. However, as economies begin to recover, growth should feed through to company earnings and provide a foundation for companies to reinstate dividend payout ratios. The Pandemic Weighed on Dividend Investing … [Read more...] about Prospects brighten for global dividend stocks
In my family I am often mocked for being a cautious and slow driver. So it was ironic and a source of great amusement to them that I recently received a speeding ticket and had to attend a speed awareness course. One of the main messages from the course was that as a driver you should not only observe the speed limit, but also the conditions around you. Just because … [Read more...] about Time to slow down (but not too much)
Investors may be feeling jittery about the near-term risk of investing in government bonds, as yields have risen (and prices fallen) over the past nine months in response to rising interest rate expectations. The yield on the 10-year US Treasury note rose more than 100 basis points (1 percentage point) from August 2020 to late March 2021 and yields on UK government bonds have … [Read more...] about Three bond investing myths to avoid when interest rates rise
Well let’s start with what it’s not. It is not a long-only equity fund. It is not a long/short equity fund. It is not a hedge fund. It is not a fund which seeks to beat a particular benchmark or index. Rather, a defined returns fund is a fund which seeks to deliver a pre-determined rate of return over a specified period of time. For example, a fund might seek to deliver … [Read more...] about What is a defined returns fund?
The increased focus on health and well-being is impacting all aspects of consumer spending. This includes food production and dietary patterns. Current changes are forcing dominant food producers to rethink their offerings. But they also offer attractive investment opportunities in niche segments, such as plant-based food and beverages, meal kits, and food ingredients. Food … [Read more...] about The future of food will be healthier and more sustainable