shareholder yield

9 Results for: shareholder yield

2018 Equity Outlook: Opportunities and Wild Cards in the Year Ahead


The signing of the tax reform bill by President Trump brought to fruition...

Disruptive Innovations and Tax Reform Impact on Shareholder Yield


Although much of the developed world is in the latter stages of an expansion...

Dividend Paying Stocks: One Size Does Not Fit All


2017 has been a rewarding year for equity investors. Global equities, as measured by the MSCI World Index...

Trump, Tech, and Shareholder Yield


The first 100 days of the Trump administration posted the third best stock market performance for a first-term President since WWII. Thinking ahead...

What Will Drive Stock Prices Higher?


Since early 2012, quantitative easing had fueled P/E (price-to-earnings) multiple expansion as the primary driver of equity returns. As we enter a new market cycle, we believe...

Small-Cap Outperformance since the Election and Shareholder Yield


Small- and mid-cap stocks have outperformed their large-cap...