What's a growth stock? A value stock? Equity market style explained
We explore equity style differences and put growth stocks’ recent market leadership over value in historical context.
Viewpoints about dividends
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The new tax law and your financial plan
Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles, which means now may be a good time to review your financial plan.Read more -
Growing free cash flow: the key to sustainable equity shareholder yield
Some yield-oriented equity strategies focus on buying stocks with high dividend yields. However, the emphasis should be on dividend sustainability and growth; the shareholder-yield investor can’t simply “set it and forget it.”Read more -
Dividend stocks: a source of value in today’s richly valued market
Dividend-paying stocks hold unique appeal in today’s valuation-rich global equity market, given their record of generating above-average performance with below-average volatility relative to the broad market.Read more -
Why low-volatility stocks may hit bumps in the road
While low-volatility equity strategies appear well suited to provide downside protection in many drawdowns, they can leave an investor more vulnerable when bond yields are rising as stocks fall, our research shows.Read more -
The technology stock rally has an open road ahead
While valuations look somewhat overextended, this year’s rally for information technology stocks may have more room to run, as we expect the sector to continue to drive solid earnings growth.Read more -
Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.Read more -
Quality is paramount in a relatively expensive global equity market
Despite improved earnings prospects, global equity markets remain relatively expensive. Stocks' quality attributes are critical in such an environment.Read more -
Capital spending should rise in 2017, just not as much as many think
U.S. companies are flush with cash and a political transition is under way, creating favorable conditions for higher capital spending. But many firms will continue to find better uses for their cash.Read more -
Opening your search for yield to the closed-end fund market
In a world characterized by low yields, low economic growth, and low expected returns, many closed-end funds offer distinctive features that may be particularly suited to address these challenges.Read more