Jeremy Schwartz / Equity, Japan on 20 Sep 2016

The Other Side of the Low-Volatility Trade

Investors who have been embracing the low-volatility/high-dividend/utilities sector trade should be aware of how much “bond duration” or interest rate risk they may have added to their portfolios. If interest rates continue to rise, these three areas of the market could face a tough period of performance and compound poor returns from bond allocations, in our view.

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Jeremy Schwartz / Dividends, Equity, Quality Dividend Growth on 15 Sep 2016

A Surprising Quality Discount in the U.S.

Looking around the globe today, with interest rates in Europe and Japan at depressed, even negative yields, global investors are searching near and far to achieve positive cash flows from their assets. This global hunt for yield has implications across a variety of asset classes, creating a surprising valuation discrepancy in the U.S. dividend-focused market. 

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Luciano Siracusano III / Currency Hedged Equity, Equity, Europe on 09 Sep 2016

Getting Smarter in Your European Allocation

European markets, have disappointed investors this year, to put it mildly. This offers all the more reason to re-engage with portfolio allocations and dissect which factors have been driving returns and if investors’ current allocations can deliver the best possible exposure to the markets. 

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Luciano Siracusano III / Equity, Real Estate on 08 Sep 2016

Global Real Estate and Global Income

The search for income has dominated many investors’ minds over the last year. In the absence of higher-yielding fixed income assets, one way investors have met their income needs is through equity markets. One unique corner of the equity universe that offers both yield and diversification and that we believe should not be overlooked is global real estate.

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Luciano Siracusano III / Equity, Europe, Germany Hedged Equity on 23 Aug 2016

Is Germany Pulling Away from Europe?

In a year of so many negative headlines emanating from Europe, it may come as a surprise to some that eurozone stocks, denominated in euros, are virtually unchanged for the year. With investors bracing for a potential recession in France and Italy, equity markets of individual European countries are starting to see some meaningful differentiation. One of those markets is Germany.

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