Insights

    May 10, 2018

Convertibles Shine through Clouds of Volatility

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Well, it had to end at some point. For a while in 2017, it seemed like wherever you invested, you would earn a positive return, with very few bumps in the road...

    May 4, 2018

Not All Dividend Yields Are Created Equal

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Generating income from dividend-paying stocks has been a tried and true investment strategy for generations...

    May 3, 2018

What’s Up with the Dollar?

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As is often the case in reading tea leaves (or before that, entrails), the future is in the eye of the beholder: what’s objectively in front of you is open to interpretation...

    May 1, 2018

Looking at Dividend Yield in a Different Light

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Since the beginning of 2017, global equity returns have been dominated by higher growth stocks, in particular...

    Apr 26, 2018

Merging ETFs and Merger Arbitrage

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Global merger and acquisition (M&A) activity hit a 17-year high in the first quarter of 2018, according to Mergermarket. In aggregate, there were nearly 3,800 deals—totaling ...

    Apr 25, 2018

No Real CAT-alyst for Sell-off

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The equity markets sold off yesterday (with the S&P 500 down -1.34% and the Dow down -1.76%), even though corporate America is well on its way to a record-breaking profit season...

    Apr 17, 2018

Short Duration High Yield: A Flower in the Junkyard

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The S&P 500 Index posted a negative return for first quarter of 2018, marking the 12th time in a little over a decade...

    Apr 13, 2018

Time to Get More Active with Active Share

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For years now, equity markets have enjoyed a long, steady march higher. Benefitting from low starting valuations...