One of the most glaring benefits of weak global equity markets over the last year has been the fact that
dividend yields are at their most attractive levels in nearly 30 years. This is especially so when we compare
dividend yields to government bond yields. This has been a rare event over the last …
Posts Tagged ‘Dividend Yield’
January 12th, 2012
Dividend Growth Opportunities
August 22nd, 2011
Debt distraction masks opportunities in equities
Over the last several weeks, investors have been served a grim reminder of the volatility that markets are
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are
reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt c…
August 16th, 2010
Jumping on the Bond Bandwagon
Recent data shows that investors are flocking to bonds and bond mutual funds in overwhelming numbers. The
image of the thundering herd comes to mind as economic fears and stock market volatility has instilled fear
amongst investors. Recent comments from PIMCO, which runs the world's largest bond mu…
image of the thundering herd comes to mind as economic fears and stock market volatility has instilled fear
amongst investors. Recent comments from PIMCO, which runs the world's largest bond mu…
December 8th, 2008
2008 an Atypical Year
As we head into the final weeks of 2008, it will go down as the year most investors would soon prefer to
forget. Investors around the world have absorbed punishing returns. However, it has not just been the
individual investor who would soon like to turn the page on 2008. Many pension funds are lef…
forget. Investors around the world have absorbed punishing returns. However, it has not just been the
individual investor who would soon like to turn the page on 2008. Many pension funds are lef…
