As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
It’s official. As of last month, Tesla is officially in the S&P 500 Index. Jeff Weniger discusses the impact of this addition.
This year, the topic of dividend announcements has elicited more excitement than usual with significant dividend cuts made from a diverse set of household names. Matt Wagner provides a year-end review of dividend performance across all sectors.
Increasing portfolio quality is a theme many investors flock to during periods of recession, which can potentially lead to higher valuations. Jeremy Schwartz provides investors with a potential solution that seeks to tilt their portfolio toward quality while avoiding high valuations.
Just as the Old Faithful geyser in Yellowstone has earned its reputation for the consistency (not size) of its eruptions, dividend payments and growth have maintained a similar reputation. Matt Wagner makes the case for investors to consider dividends for a long-term investing strategy.
Investors should expect further dividend cuts over the coming weeks and quarters. Matt Wagner analyzes our suite of dividend strategies for insight into the uneven impact of cuts and suspensions across markets.
During the market’s latest sell-off, a strategy that sorts for quality dividend payers outperformed strategies targeting high yields. In anticipation of markets remaining volatile for the near future, Matt Wagner argues in favor of the defensive characteristics that have been exhibited by quality dividend payers.
