The Challenge of Dividend Stock Investing
Equity Jul 10, 2018
An investment approach that focuses on a singular methodology without consideration for other factors could have unintended consequences. In the case of seeking to invest in high dividend yielding stocks, focusing solely on the highest dividend number may introduce unwanted sector bias and interest rate sensitivity in a portfolio.
An Asset Allocation Viewpoint on International Exposure Relevancy
Equity Dec 12, 2017
As domestic equity markets continue to provide U.S. investors with satisfying returns, it isn’t surprising that their investment portfolios do not have a lot of exposure in perceived “riskier” international equities. However, this can mean missing an entire critical universe of international exposure that could, at times, add potential outperformance in a portfolio, in addition […]
Supply and Demand Dynamic of High Dividend Stocks
Equity Jan 2, 2017
The dynamic of investor demand for higher yields found in equities can be one explanation for the price trends of high dividend stocks in 2016. A potentially stronger growth and rising rate environment may reduce the relative attractiveness of high dividend stocks to investors and in turn, may spur the search for new demand-driven outperformance.
Thought Leadership & Current Strategy Positioning
Fixed Income Jun 30, 2015
Striving to find a methodology of gaining the highest probability of long-term capital preservation and growth, we introduced a quantitative approach derived with the mind-set of engineers.
Are we in a “Transitional Phase” of the markets?
Macro Apr 28, 2015
As the correlation of high-yield corporate bonds to equity indices break down, are we headed into a transitional phase signaling a further market decline or correction?
Heightened Flight to Safety May Signal Volatility to Come
Macro Jan 26, 2015
The high-yield corporate bond market have been displaying marked weakness relative to long-term U.S. Treasury bonds since the end of 2013 suggesting more volatile times up ahead.
Crude Oil Plummets and Drag on High-Yield
Macro Nov 28, 2014
Has the Recent Equity Rally Confirmed a Positive Trend Yet?
Equity Nov 10, 2014
Although the Dow Jones Industrial Average is now at an all-time high, other indicators suggest proceeding with caution.